Centurion Wealth Management

RIASEC Registered

Total AUM

$786M

Discretionary

$738M

94% of AUM

Avg account

$523K

Accounts

1,504

Employees

13

Advisory reps

7

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, Performance Based Fees
Client types: HNWI79.47%
Individuals17.07%
Pension & Profit Sharing Plans3.42%
Business Development Companies0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Centurion Wealth Management is an independent, SEC-registered advisory firm (registered in 2022) organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and offers a mix of advice and implementation services: financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and educational seminars. Fee arrangements include percentage-of-AUM pricing alongside hourly billing and the option for performance-based fees. Centurion reports integrating environmental, social, and governance (ESG) considerations into its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

2 of 2

David Bogonovich
President & CEOCRD 4553947
Jill Grimes
Chief Compliance OfficerCRD 7427591

Contacts

3 of 5

Wendy Payne
Founding PartnerCRD 5083969
Mark Mckaig
Partner, OwnerCRD 4149997
Jacob Gurock
Wealth Management AdvisorCRD 7131166

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 155

Active vs passive

$328M in ETFs

Passive

65%

$212M

Active

25%

$116M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC)	Goldman Sachs	Passive	Large Blend	$25.1M	172,808	7.64%

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Primary office

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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