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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CCG Wealth Management have?","answer":"CCG Wealth Management has 19 investment adviser representatives registered with state securities authorities, out of 64 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CCG Wealth Management invest in?","answer":"At the end of its last fiscal year, CCG Wealth Management’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 21% pooled vehicles (private funds and similar), 17% cash and equivalents, 16% exchange-traded equities, 3% state and local bonds and 2% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does CCG Wealth Management have a minimum investment?","answer":"Yes, CCG Wealth Management’s minimum account size for its Investment Management Fees is $2M.","source":"CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns CCG Wealth Management?","answer":"CCG Wealth Management is owned through a holding company by Derek Myron and Kyle Malmstrom. 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