Centura Wealth Advisory

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$467K
Accounts
2,558
Employees
64
Advisory reps
21

Firm details

Headquarters
San Diego, California
CRD number
296985
Registered since
May 23, 2018
Website
centurawealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI86.76%
  • Individuals10.75%
  • Other1.28%
  • Corporations / Businesses1.18%
  • Pension & Profit Sharing Plans0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Centura Wealth Advisory is an independent RIA organized as an LLC that acts as a capital allocator for individuals, families and institutional clients. The firm is SEC-registered (registration year 2018) and provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly and fixed-fee structures. Centura reports an affiliation with an insurance company and does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Private Funds 21%, Cash & Cash Equivalents 17%, Exchange Traded Equities 16%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%41%
  • Public Funds/Mutual Funds41%
  • Private Funds21%
  • Cash & Cash Equivalents17%
  • Exchange Traded Equities16%
  • State & Local Bonds3%

Owners & executives

3 of 4
  • Derek Myron

    Derek Myron

    Managing Director, Chief Executive OfficerCRD 3125998

  • Curtis Custard

    Curtis Custard

    Chief Investment OfficerCRD 6858516

  • Jennifer Krakower

    Chief Compliance OfficerCRD 6396751

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Contacts

3 of 17
  • Sean Clark

    Sean Clark

    Director of Financial PlanningCRD 5164326

  • Justin Simmons

    Justin Simmons

    Senior Wealth AdvisorCRD 5213817

  • Matthew Griffith

    Matthew Griffith

    Senior Wealth AdvisorCRD 4281245

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 94

Active vs passive

$414M in ETFs

Passive

65%

$270M

Active

7%

$145M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$56.9M647,75213.74%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
12255 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth