Centurion Financial Strategies LLC

The firm provides discretionary portfolio management and tailored financial planning and consulting primarily to individual clients, including high‑net‑worth individuals, as well as corporations and other business entities. Its managed portfolios typically include mutual funds, ETFs, individual equities, cash equivalents and insurance products, and the firm also offers non‑discretionary advice for “held‑away” accounts and standalone hourly planning engagements.

Investment decisions are individualized and may follow firm model portfolios or fully customized allocations, employing fundamental and technical analysis, asset allocation, mutual fund/ETF selection, and occasional options strategies (generally used for hedging or covered‑call purposes). Accounts are generally managed on a discretionary basis with periodic reviews and ongoing monitoring, and portfolio management clients receive ad‑hoc financial planning as part of the engagement.

Distinctive for a firm of its size, the principal maintains several real estate businesses (including Southern Family Lands, Family Freedom Lands, and Generation Family Properties) and an events/hard‑money lending activity (Land UnConference and related hard‑money lending), spending roughly 15 hours per month on real estate and a small number of hours on events and lending. The principal is also a licensed insurance agent who spends several hours per month on insurance business and may receive commissions for insurance sales; the brochure discloses these outside activities and describes them as potential conflicts that the firm addresses through disclosure, fiduciary obligations, and internal controls.