CENTURA WEALTH ADVISORY
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
FINTRXOverview
Centura Wealth Advisory is an independent registered investment adviser formed as an LLC and registered with the SEC in 2018. The firm serves individual and family clients as well as institutional relationships and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and advisory sourcing (selection of other advisers). Its service mix includes portfolio management for individuals and small businesses plus pension consulting services. Centura bills clients through asset-based fees, hourly charges and fixed-fee arrangements. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds41%
- Private Funds21%
- Cash & Cash Equivalents17%
- Exchange Traded Equities16%
- State & Local Bonds3%
Owners & executives
3 of 4CHRISTOPHER BARNES
Chief Operations OfficerCRD 8053787
CURTIS CUSTARD
Chief Investment OfficerCRD 6858516
JENNIFER KRAKOWER
Chief Compliance OfficerCRD 6396751
Contacts
3 of 19Matthew Cayelli
Junior TraderCRD 7745421
Joshua Nunn
Associate AdvisorCRD 6630938
ANDREW DAVIES
Managing DirectorCRD 3275556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$350M in ETFs
60%
$208M
8%
$142M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $57.1M | 745,917 | 16.33% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12255 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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