AUMdb

Century Funds Management Inc

State-registered Wealth Manager · Boutique (under $100M) CRD 107231 · SEC file 801-17274 · · www.linkedin.com
☆ Save with Pro ADV data as of Mar 10, 2026
Regulatory AUM
$7.8M
Discretionary
$5.1M
Clients
19
Avg AUM / client
$410K
Accounts
19
Employees
2

AUM over time

$7.8M $98.0M
Mar 15, 2012 Mar 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 15 $3.2M 41.6%
High net worth individuals 2 $4.4M 56.8%
Corporations and other businesses 2 $122K 1.56%

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Hunter, John, Larry President/Director Jan 1982 (45y) 75% or more
Francis James Cowan Chief Compliance Officer/Vice President/Director CFA Mar 1986 (40y) Less than 5%
Hunter, Renee, C. Secretary/Director Jun 1995 (31y) Less than 5%
David Larry Hunter Registered representative Mar 2020 (6y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/10/2026 1.1 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Regulatory · Item 11.D(2) as of Mar 17, 2017

Allegations: FAILED TO NOTICE FILE AS A FEDERAL COVERED ADVISOR IN THE STATE OF UTAH. EMPLOYED TWO UNLICENSED INVESTMENT ADVISOR REPRESENTATIVES: F. JAMES COWAN - JANUARY 1999 TO PRESENT RICHARD I. CHERRY - JANUARY 1999 TO JUNE 2000 Status: Final Sanction Detail: MONETARY/FINE AMOUNT OF $10,000 PAID IN FULL ON MARCH 18, 2004. Summary: THE STIPULATION AND CONSENT ORDER DATED MARCH 18, 2004 IS THE FINAL COMPROMISE AND SETTLEMENT OF THIS MATTER.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.

View current Form ADV (SEC/IAPD) ↗