Centurion Advisory Group, Inc

The firm serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations and small businesses, providing financial planning, investment management (on a discretionary or non‑discretionary basis), retirement plan consulting, and project-based general consulting. It offers comprehensive planning that can include estate, tax, insurance, cash‑flow and investment portfolio design as part of an ongoing advisory relationship.

Centurion’s investment approach emphasizes long‑term wealth building using a mix of open‑end mutual funds, ETFs and individual securities, employing both fundamental and technical analysis and assigning clients to internal model portfolios based on risk tolerance, cash flow and investment history. The firm participates in an institutional custody program and routinely directs clients to that custodian, and it aggregates trades when appropriate to execute block orders across managed accounts.

Unlike many peers, the firm’s brochure discloses a prior disciplinary matter involving a firm principal that resulted in sanctions and a suspension, and it notes that the firm claims custody in certain circumstances (including a supervised person acting as trustee) and is subject to a surprise audit requirement. The firm is a small advisory team managing roughly $78 million for about 90 clients and has recently added paraplanning support, which informs its combination of individualized planning and model‑based portfolio implementation.