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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Centurion Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Centurion Wealth Management charge?","answer":"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.","source":"CWM ADV 2 - JUNE 2026, filed 25 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Centurion Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Centurion Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Centurion Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Centurion Wealth Management have a minimum investment?","answer":"Yes, Centurion Wealth Management’s minimum account size for its Investment Management is $1M.","source":"CWM ADV 2 - JUNE 2026, filed 25 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Centurion Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Centurion Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Centurion Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Centurion Wealth Management?","answer":"Centurion Wealth Management’s main office is at 7901 Jones Branch Drive, Suite 230, McLean, VA 22102. 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