Centurion Wealth Management
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
FINTRXOverview
Centurion Wealth Management is an independent SEC-registered registered investment adviser that operates as an LLC and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and businesses, pension consulting and educational seminars. Its fee model combines asset-based fees with hourly charge options. The firm describes itself as an active ESG investor and integrates environmental, social and governance considerations into its investment approach. Centurion does not appear to sponsor its own pooled investment vehicles; instead, it deploys third-party managers for alternative strategies and uses external funds and securities to construct client portfolios.
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
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$332M in ETFs
68%
$226M
25%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $24.6M | 173,502 | 7.41% |
Location
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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