Centric Wealth Management

Centric Wealth Management is a registered investment advisor headquartered in Brentwood, Tennessee, serving high net worth individuals, families, and business owners throughout the greater Nashville metropolitan area and nationally. The firm operates within one of America's fastest-growing wealth markets, positioned in the affluent Brentwood-Franklin corridor that has attracted substantial professional and entrepreneurial wealth alongside Nashville's economic expansion. Founded by David Blain, Centric Wealth Management emphasizes a client-focused advisory philosophy that places individual financial goals and circumstances at the center of all planning and investment decisions—a philosophy reflected in the firm's name. The firm files quarterly 13F reports with the Securities and Exchange Commission under CIK #0001752761, providing transparency into its discretionary equity holdings and investment positioning. With filings commencing in the late 2010s, the firm has established a growing track record that spans significant market events including the 2020 pandemic volatility, subsequent recovery, and the 2022-2023 interest rate normalization period.

Centric Wealth Management employs a growth-oriented blend investment approach that seeks to capture long-term capital appreciation while maintaining diversification appropriate for comprehensive wealth advisory relationships. The firm's investment philosophy integrates fundamental analysis with strategic asset allocation designed to align portfolio positioning with client-specific objectives, time horizons, and risk tolerances. Historical 13F Portfolio Composition reveals diversified exposure across major equity sectors including Technology, Healthcare, Financials, and Consumer-oriented companies—reflecting a modern allocation designed to participate in innovation-driven growth trends while maintaining broad market representation. The Sector Allocation History observable through quarterly filings demonstrates measured positioning evolution consistent with strategic rather than tactical investment management. Portfolio construction balances conviction in high-quality growth companies with prudent diversification, avoiding excessive concentration in any single sector or security. Moderate turnover characteristics suggest a disciplined rebalancing approach that maintains strategic allocations while adapting to meaningful fundamental or valuation changes. The growth tilt within the diversified framework positions the portfolio to capture upside from secular economic and technological trends particularly relevant to the firm's professional and entrepreneurial client base.

Centric Wealth Management represents a Nashville-area advisory practice positioned within one of America's most dynamic regional economies. The firm's Brentwood, Tennessee location situates it at the center of substantial wealth accumulation driven by healthcare industry growth, professional services expansion, and entrepreneurial activity characteristic of the greater Nashville market. The 13F filing history, spanning from the late 2010s through present, enables substantive analysis of portfolio characteristics and investment behavior across varied market conditions. Observable characteristics include diversified sector exposure with growth orientation, moderate turnover consistent with strategic positioning, and position sizing reflecting wealth management diversification discipline. The Annualized Return (CAGR) achievable through simulated replication of disclosed holdings offers perspective on historical compounding behavior through recent market cycles. Sharpe Ratio analysis quantifies risk-adjusted outcomes, while Top 10 Holdings Concentration metrics illuminate conviction levels and portfolio construction philosophy. For observers evaluating growth-oriented wealth management approaches in dynamic regional markets, Centric's 13F record provides meaningful analytical foundation. A diagnostic question merits exploration: Given the Nashville market's strong concentration of healthcare industry wealth, how does the portfolio's Healthcare sector allocation compare to broad market benchmarks, and does observable positioning suggest regional expertise or intentional diversification away from client-concentrated industry exposure?

The risk characteristics of Centric Wealth Management's disclosed portfolio reflect its growth-oriented mandate within a diversified wealth management framework. Technology and growth sector exposures introduce sensitivity to interest rate movements, valuation multiple fluctuations, and growth-to-value rotations that can influence short-term portfolio volatility. However, broad sector diversification and disciplined position sizing provide structural risk mitigation compared to concentrated growth strategies. The Volatility Profile inherent in disclosed holdings can be assessed through simulated replication, quantifying historical return variability and market beta characteristics. Max Drawdown Depth analysis through backtesting offers insight into portfolio behavior during the significant stress periods captured in the firm's filing history, including the rapid March 2020 decline and the extended 2022 correction driven by monetary policy normalization. The Downside Capture Ratio derived from historical replication provides perspective on relative performance during risk-off environments—a critical consideration for wealth management clients balancing growth objectives with capital preservation. Given the firm's comprehensive advisory orientation, risk management likely extends beyond portfolio metrics to incorporate client-specific factors including retirement timelines, liquidity requirements, income needs, and behavioral considerations that shape appropriate risk positioning.