Centurion Counsel Inc

RIASEC RegisteredEst. 1984
Total AUM
$57.4M
Discretionary
$57.4M
100% of AUM
Avg account
$1.1M
Accounts
52
Employees
3
Advisory reps
3

Firm details

Headquarters
San Diego, California
CRD number
110083
Registered since
June 8, 1984
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Investment Grade Corp Bonds 25%, Public Funds/Mutual Funds 16%, US Government Bonds 3%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%55%
  • Exchange Traded Equities55%
  • Investment Grade Corp Bonds25%
  • Public Funds/Mutual Funds16%
  • US Government Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Mary Limoges

    President, CEO, & CCOCRD 734263

Contacts

2 of 2
  • Jack Heilbron

    Jack Heilbron

    FounderCRD 851412

  • Larry Dubose

    Larry Dubose

    Investment Adviser RepresentativeCRD 1266761

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
4995 Murphy Canyon Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth