Centurion Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Centurion Wealth Management reports 415 clients. They include 235 individual clients, 170 high-net-worth individuals, and 9 pension and profit-sharing plans. Of its assets, 93.9% ($738M across 1,471 accounts) are managed with discretion; $47.7M across 33 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 17% |
| High-net-worth individuals | 41% | 79% |
| Business development companies | <1% | <1% |
| Pension and profit-sharing plans | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 235 | $134M | 17.1% | $571K |
| High-net-worth individuals | 170 | $625M | 79.5% | $3.68M |
| Business development companies | 1 | $326K | 0.0% | $326K |
| Pension and profit-sharing plans | 9 | $26.9M | 3.4% | $2.99M |
| Total | 415 | $786M | 100% | $1.89M |
- Clients
- 235
- Regulatory AUM
- $134M
- AUM share
- 17.1%
- Avg. per client
- $571K
- Clients
- 170
- Regulatory AUM
- $625M
- AUM share
- 79.5%
- Avg. per client
- $3.68M
- Clients
- 1
- Regulatory AUM
- $326K
- AUM share
- 0.0%
- Avg. per client
- $326K
- Clients
- 9
- Regulatory AUM
- $26.9M
- AUM share
- 3.4%
- Avg. per client
- $2.99M
Total
- Clients
- 415
- Regulatory AUM
- $786M
- AUM share
- 100%
- Avg. per client
- $1.89M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Centurion Wealth Management charges 0.55%–1.35% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.35% |
| $500K–$1M | 1.20% |
| $1M–$3M | 1.00% |
| $3M–$5M | 0.85% |
| $5M–$10M | 0.70% |
| $10M and above | 0.55% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at $175 to $450 per hour, or as a fixed fee typically $3,500 to $7,500, and can be negotiated.
Mark McKaig owns 25% to 50% of Centurion Wealth Management. The leadership team of Centurion Wealth Management includes President Mark McKaig and Chief Compliance Officer Jill Grimes. It has 13 employees, 5 of them in advisory roles.
Leadership
Mark McKaigPartner / Elected Manager / Co-President
Sterling NeblettFounding Partner / Elected Manager / Co-President
Wendy PayneFounding Partner / Elected Manager / Co-President- Jill GrimesChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 soliciting firms
- Owns 25% to 50% of Centurion Wealth Management, LLC
Mark McKaig
Control person · since November 2015
- Owns 25% to 50% of Centurion Wealth Management, LLC
Sterling Neblett
Control person · since February 2015
- Owns 25% to 50% of Centurion Wealth Management, LLC
Wendy Payne
Control person · since February 2015
Centurion Wealth Management’s regulatory assets grew 2.7× from $289M (July 2022) to $786M (September 2026); clients rose from 313 to 415 and employees from 9 to 13. Between 2024 and 2025, 2 advisory firms joined it. The most recent was Metrics Money Management, in July 2025.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $786M | 415 | 13 | 3 |
| May 2025 | $591M | 485 | 14 | 2 |
| July 2024 | $518M | 461 | 13 | 2 |
| May 2023 | $413M | 435 | 11 | 2 |
| July 2022 | $289M | 313 | 9 | 2 |
Firms that joined
20251 joined
- Metrics Money ManagementNo filed AUM
20241 joined
- The Rosin CPA GroupNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Centurion Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 7901 Jones Branch Drive, Suite 230, McLeanHQ
Other business names
Centurion Wealth Management has reported 1 other business name to the SEC.
- Northeast Money Management, LLC
Contact and registration details
- Legal name
- Centurion Wealth Management, LLC
- Headquarters
- 7901 Jones Branch Drive, Suite 230, McLean, VA 22102
- Website
- Not reported
- Phone
- 571-765-1890
- @9351270
- SEC file
- 801-123007
- Founded
- 2022
- Structure
- Virginia LLC
- Fiscal year end
- December
Centurion Wealth Management uses Fidelity ($690M, 92%) and Charles Schwab ($58.2M, 8%) as custodians for its separately managed accounts. Centurion Wealth Management has custody of $784M in client assets for 440 clients.
- FidelityNational Financial Services LLC · Boston, MA · $690M92%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $58.2M8%
At year end, Centurion Wealth Management’s separately managed accounts were mostly in stocks (63%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $418M across 283 positions; the largest are Goldman Sachs ETF TR (5.9%), iShares TR (3.7%) and J P Morgan Exchange Traded F (3.3%).
What the accounts hold
- Stocks63%
- Funds29%
- Bonds2%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash5%
- Other1%
- Alternative investments1%
Reported 13F holdings
- $418M
- Reported 13F value
- 283
- Positions
- 28.3%
- In the 10 largest
- −5.8%
- Value vs. prior quarter
- Goldman Sachs ETF TR · Activebeta US LG5.9%
- iShares TR · Core S&P500 ETF3.7%
- J P Morgan Exchange Traded F · Nasdaq EQT Prem3.3%
- Apple Inc.2.6%
- Wisdomtree TR · US Quality Grow2.5%
- Neos ETF Trust · Neos S&P 500 HI2.4%
- Blackrock ETF Trust · iShares US Equit2.2%
- Proshares TR · S&P 500 DV Arist2.1%
- Vanguard Index Fds · S&P 500 ETF Shs1.9%
- J P Morgan Exchange Traded F · Active Bond ETF1.9%
Together, the ten largest are 28.3% of reported value.
How many clients does Centurion Wealth Management have?
Centurion Wealth Management has 415 clients and manages $786 million for them, as of September 2026. They include 235 individual clients, 170 high-net-worth individuals, and 9 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Centurion Wealth Management offer?
Centurion Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Centurion Wealth Management charge?
Centurion Wealth Management charges 0.55%–1.35% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Which custodians does Centurion Wealth Management use?
Centurion Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $690M and Charles Schwab & Co., Inc. (Westlake, TX), with $58.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Centurion Wealth Management have?
Centurion Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Centurion Wealth Management invest in?
At the end of its last fiscal year, Centurion Wealth Management’s separately managed accounts held 63% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% state and local bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Centurion Wealth Management have a minimum investment?
Yes, Centurion Wealth Management’s minimum account size for its Investment Management is $1M.
Who owns Centurion Wealth Management?
Centurion Wealth Management’s direct owners are Mark McKaig, Sterling Neblett and Wendy Payne, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Centurion Wealth Management get paid?
Centurion Wealth Management is paid through a percentage of assets under management, hourly charges and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Centurion Wealth Management registered with the SEC?
Yes, Centurion Wealth Management has been registered with the SEC as an investment adviser since 7 January 2022. Its CRD number is 317929 and its SEC file number is 801-123007.
Source: Form ADV Part 1A, Item 1, filed 25 September 2026; IAPD firm record
How do I contact Centurion Wealth Management?
Centurion Wealth Management’s main office is at 7901 Jones Branch Drive, Suite 230, McLean, VA 22102. Its phone number is 571-765-1890.