Centurion Counsel Inc
Firm details
- Headquarters
- San Diego, California
- CRD number
- 110083
- Registered since
- June 8, 1984
- Website
- centurioncounsel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Centurion Counsel Inc. is an independent Registered Investment Adviser, founded for SEC registration in 1984. The firm operates as a domestic corporation with individual ownership and focuses on fee-based portfolio management for individuals and small businesses. Its client base is primarily individual and family clients, and the firm charges advisory fees as a percentage of assets under management. Centurion does not identify as an active ESG investor, is not structured as a capital allocator, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds16%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Mary Limoges
President, CEO, & CCOCRD 734263
Contacts
2 of 2
Jack Heilbron
FounderCRD 851412

Larry Dubose
Investment Adviser RepresentativeCRD 1266761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4995 Murphy Canyon Rd
- Time zone
- PT (UTC-8)
- Office locations
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