Centrix Capital Management (Centennial)

Centrix Capital Management is a large advisory firm based in Centennial. It manages $25.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Colorado.

Centrix Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centrix Capital Management: assets under management

The assets under management (AUM) of Centrix Capital Management is $25.62 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $25.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centrix Capital Management for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Centrix Capital Management

Robert E. Sutton has been acting as President since 1 Apr 2003. Llc Centrix Financial joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Centrix Financial	Member	1 Apr 2003	75% - 100%	84-1497188
Robert E. Sutton	Chairman/ceo	1 Apr 2003	Other	4662170
Howard Klemmer	Vp	1 Apr 2003	Other	4662176
Roland Anderson	Vp	1 Apr 2003	Other	4662196
Michael Thomas Mitchell	Cfo	1 Apr 2003	Other	1355847
Clark Randolph Gates	Evp	1 Apr 2003	Other	1033629
Gerald Edward Fitzgerald	Vice chairman	1 Apr 2003	Other	209017
Jeffrey Thomas Hutcheson	Vp	1 Apr 2003	Other	4602254
Robert M Poloskey	Vp	1 Apr 2003	Other	1924504

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Edward Fitzgerald	Member	1 Jun 1998	25% - 50%	209017
Inc. Wilshire Partners Dba Wk Capital Advisors	Member	1 Jun 1998	75% - 100%	84-1262598
Robert E. Sutton	Member	1 Jun 1998	75% - 100%	4662170

Based in Centennial

The principal office where Centrix Capital Management performs its advisory services is located at 6782 South Potomac Street, Centennial, CO 80112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-223-7089 or by fax 303-220-7227. The normal business hours are 8 am - 5 pm on Monday - Friday.