CENTURION FINANCIAL STRATEGIES LLC

Overview

Centurion Financial Strategies LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional relationships. The firm operates on a fee model that combines percentage-of-AUM billing with hourly charges, and it delivers discretionary portfolio management alongside advisory planning services. Investment activity centers on pooled public vehicles, with mutual funds and similar public funds serving as the primary portfolio building blocks. Centurion appears to favor diversified fund-based allocations rather than concentrated single-stock positions, and it uses external managers for non-public exposures. The firm also works through insurance channels and maintains an affiliation with a real estate broker, which can expand sourcing and structuring options for clients when the firm places capital into property-focused strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices