Centurion Counsel,Inc. (San Diego)

Centurion Counsel provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centurion Counsel: assets under management

The assets under management (AUM) of Centurion Counsel,Inc. is $52.74 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.15 million in discretionary accounts and $583.81 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $354.77 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.33 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 55% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 15% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Centurion Counsel,Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Centurion Counsel serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Centurion Counsel is high net worth individuals with 64 clients and $35.76 million of assets under management. Among the 2 most similar advisory firms, Centurion Counsel has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $52.74 million for 171 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Centurion Counsel doesn't advise any private funds.

Careers at Centurion Counsel,Inc.

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in San Diego

The principal office where Centurion Counsel,Inc. performs its advisory services is located at 4995 Murphy Canyon Road, San Diego, CA 92123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 760-471-8536 or by fax 760-471-0399. The normal business hours are 7-4 on Monday - Friday. You can find more information about the New York firm at centurioncounsel.com.

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