Centennial Securities Company Inc

Registered investment adviser · Grand Rapids, MI · CRD #7763

Form ADV data as of 2026-09-01

Regulatory assets

$1.34 billion

Total accounts

3,962

Employees

Disclosure events

Firm details

Website: http://www.centennialsec.com
Telephone: 616-942-7680
SEC file number: 801-106623
Most recent Form ADV filing: 2026-04-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$900.3 million
Non-discretionary regulatory assets under management	$435.0 million
Total regulatory assets under management	$1.34 billion
Discretionary accounts	2,769
Non-discretionary accounts	1,193
Total accounts	3,962
Regulatory assets under management attributable to non-U.S. persons	$1.34 billion

People

Total employees (excluding clerical)	45
Employees performing investment advisory functions (including research)	30
Employees who are registered representatives of a broker-dealer	30
Employees registered as investment adviser representatives with a state	30
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	25
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agent

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,054	$702.2 million
High net worth individuals	414	$566.3 million
Pension and profit sharing plans (not the participants or government plans)	12	$7.1 million
Charitable organizations	18	$17.6 million
Corporations or other businesses not listed above	22	$42.0 million