CENTURION WEALTH MANAGEMENT
CENTURION WEALTH MANAGEMENT, LLC Legal Name
Adviser information for CENTURION WEALTH MANAGEMENT last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 428 | $457.9M |
| Non-Discretionary | 16 | $24.3M |
| Total | 444 | $482.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 308 | $101.7M |
| HNW Individuals | 133 | $361.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 13 | $18.6M |
| Charitable organizations | <5 | $305,706 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $267,156 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshopsINSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
7901 JONES BRANCH DRIVESUITE 230
MCLEAN
VA
United States
Monday - Friday, 9AM-5PM
Tel: 571-765-1890, Fax: 571-403-9414
Chief Compliance Officer
JILL GRIMES
DIRECTOR OF OPERATIONS
7901 JONES BRANCH DRIVE
SUITE 230
MCLEAN
VA
United States
Tel:
5717652306
Fax:
5714039414
J******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKAIG, MARK, COLEMAN | Individual | – | PARTNER / ELECTED MANAGER / CO-PRESIDENT | 11/2015 | 25-50% |
| NEBLETT, STERLING, DWIGHT | Individual | – | FOUNDING PARTNER / ELECTED MANAGER / CO-PRESIDENT | 02/2015 | 25-50% |
| PAYNE, WENDY, ANN | Individual | – | FOUNDING PARTNER / ELECTED MANAGER / CO-PRESIDENT | 02/2015 | 25-50% |
| COLANANNI, DARREN, LOUIS | Individual | – | PARTNER | 08/2023 | < 5% |
| Grimes, Jill, H | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2023 | < 5% |