Centura Wealth Advisory

Centura Wealth Advisory provides financial planning, investment management, retirement plan advisory and consulting services to individuals, retirement plans, trusts, estates, charitable organizations and business entities. The firm manages portfolios on both a discretionary and non‑discretionary basis and works with clients to implement recommendations through affiliated entities where appropriate, including an affiliated insurance brokerage and an affiliated consulting firm that offers casualty loss planning.

Centura tailors portfolios using a mix of mutual funds, ETFs, alternative investments, structured products and, when appropriate, Independent Managers, and conducts ongoing monitoring and periodic reviews informed by fundamental, technical, quantitative, qualitative and risk analyses. The firm typically requires a $2 million minimum portfolio (with discretionary exceptions), and serves as a fiduciary for retirement plan engagements under ERISA when applicable.

Noteworthy features disclosed in the brochure include institutional relationships with custodians and platforms such as Schwab and SEI that provide technology, custody and execution services, and the firm’s use of client testimonials in its advertising materials. The firm also maintains related entities—a Centura Consulting Services affiliate for casualty loss planning and a charitable foundation—and discloses referral and affiliation arrangements that may create conflicts of interest.