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Centerpoint Consulting, LLC (Zionsville)


Centerpoint Consulting, LLC is a large advisory firm based in Zionsville. It manages $109.8 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Indiana.

Centerpoint Consulting provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Centerpoint Consulting: assets under management

The assets under management (AUM) of Centerpoint Consulting, LLC is $109.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 283% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $109.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $914.97 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centerpoint Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Zionsville

The principal office where Centerpoint Consulting, LLC performs its advisory services is located at 56 N. Main Street, Zionsville, IN 46077, 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 317 733-3444 or by fax 317-733-3555. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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