Century Management

Century Management (CRD# 112308) is a financial advisory firm headquartered in Austin, TX. They manage $1,025,647,624 in 1,329 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,026
    MILLION
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $771,744
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Century Management
Showing 1 - 10 of 11 top financial advisors.
1
Aaron S. Buckholtz
CRD#: 1561666
805 Las Cimas Parkway , Suite 430, Austin, TX 78746
96
Wealthminder
score

Aaron Buckholtz (CRD# 1561666) is an Investment Advisor Representative working at Century Management in Austin, TX and has over 31 years of experience in the finance industry.

2
Edward E. Butte
CRD#: 2257117
Matthews, NC
96
Wealthminder
score

Edward Butte (CRD# 2257117) is an Investment Advisor Representative working at Century Management in Matthews, NC and has over 25 years of experience in the finance industry. Edward Butte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John B. Dixon
CRD#: 2217958
805 Las Cimas Parkway , Suite 430, Austin, TX 78746
96
Wealthminder
score

John Dixon (CRD# 2217958) is an Investment Advisor Representative working at Century Management in Austin, TX and has over 21 years of experience in the finance industry. John Dixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Samuel D. Hale
CRD#: 1973885
Santa Barbara, CA
96
Wealthminder
score

Samuel Hale (CRD# 1973885) is an Investment Advisor Representative working at Century Management in Santa Barbara, CA and has over 28 years of experience in the finance industry.

5
David B. Lloyd
CRD#: 2579987
805 Las Cimas Parkway, Suite 430, Austin, TX 78746
96
Wealthminder
score

David Lloyd (CRD# 2579987) is an Investment Advisor Representative working at Century Management in Austin, TX and has over 22 years of experience in the finance industry. David Lloyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Scott S. Van Den Berg
CRD#: 2646693
805 Las Cimas Parkway , Suite 430, Austin, TX 78746
96
Wealthminder
score

Scott Van Den Berg (CRD# 2646693) is an Investment Advisor Representative working at Century Management in Austin, TX and has over 22 years of experience in the finance industry. Scott Van Den Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William H. Brilliant
CRD#: 4570434
805 Las Cimas Parkway Suite 430, Austin , TX 78746
93
Wealthminder
score

William Brilliant (CRD# 4570434) is an Investment Advisor Representative working at Century Management in Austin , TX and has over 15 years of experience in the finance industry.

8
Mark S. Okamoto
CRD#: 1266565
805 Las Cimas Parkway, Suite 430, Austin, TX 78746
93
Wealthminder
score

Mark Okamoto (CRD# 1266565) is an Investment Advisor Representative working at Century Management in Austin, TX and has over 26 years of experience in the finance industry.

9
Lisa A. Stroud
CRD#: 3145700
805 Las Cimas Parkway, Suite 430, Austin, TX 78746
93
Wealthminder
score

Lisa Stroud (CRD# 3145700) is an Investment Advisor Representative working at Century Management in Austin, TX and has over 16 years of experience in the finance industry.

10
James D. Brilliant
CRD#: 4391606
805 Las Cimas Parkway, Suite 430, Austin, TX 78746
90
Wealthminder
score

James Brilliant (CRD# 4391606) is an Investment Advisor Representative working at Century Management in Austin, TX and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.