CENTURION ADVISORY GROUP, INC
Firm details
- Headquarters
- SUWANEE, Georgia
- CRD number
- 140605
- Website
- www.centurionag.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI67.24%
- Individuals26.85%
- Charitable Organizations4.83%
- Pension & Profit Sharing Plans1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Centurion Advisory Group, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and bills for advice using a mix of asset‑based fees, fixed fees and other fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify itself as an active ESG investor and is not described as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities65%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents14%
- Other3%
Contacts
3 of 4Robert Vavrina
ParaplannerCRD 8028897
RANDY BRUNSON
ShareholderCRD 1421275
Stephanie Sandridge
Operations ManagerCRD 8247818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUWANEE, GA
GWINNETT
Location
SUWANEE, GA
Headquartered in SUWANEE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 1325 Satellite Blvd NW
- Time zone
- ET (UTC-5)
- Office locations
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