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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
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