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 organized as an LLC and owned by an individual. The firm provides fee-based financial planning and portfolio management to both individual/family and institutional clients, charging percentage-of-AUM fees and hourly fees for certain services. Advisory offerings listed on its filings include financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting and educational workshops. The firm identifies itself as an active ESG investor and does not operate as a capital allocator or related 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 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
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
Similar firms
Aztlan Equity Management, LLC
RIAMclean, VA
Range Advisory, LLC
RIAMclean, VA
Brown | Miller Wealth Management, LLC
RIAMclean, VA
KAH Capital Management, LLC
RIAMclean, VA
Olio Financial Planning
RIAMclean, VA
Pointoak Retirement Advisors
RIAMclean, VA