CENTURION WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022
Total AUM
$784M
Discretionary
$731M
93% of AUM
Avg account
$489K
Accounts
1,604
Employees
14
Advisory reps
8

Firm details

Headquarters
MCLEAN, Virginia
CRD number
317929
Registered since
January 7, 2022
Website
centurionwealth.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI80.12%
  • Individuals15.91%
  • Pension & Profit Sharing Plans3.93%
  • Business Development Companies0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Centurion Wealth Management is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients and charges fees on a percentage-of-AUM basis along with hourly fees for certain services. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars. The firm reports being an active ESG investor and does not act as a separate capital allocator.

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: Exchange Traded Equities 63%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 5%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Other 1%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

1 of 1

  • Jill Grimes

    Chief Compliance OfficerCRD 7427591

Contacts

3 of 7

  • DENNIS CAMPBELL

    Wealth ManagerCRD 2485366

  • JACOB GUROCK

    Wealth Management AdvisorCRD 7131166

  • Olac Pallan Gayol

    Director of Portfolio ManagementCRD 4839964

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 163

Active vs passive

$353M in ETFs

Passive

69%

$245M

Active

25%

$108M

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC)Goldman SachsPassiveLarge Blend$27.4M219,2367.77%
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Location

Primary office

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
7901 Jones Branch Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth