Centurion Wealth Management logo

Centurion Wealth Management

Updated today

Client assets under management

$752,859,602

Clients

428

42% high-net worth

Advisors

7

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

54

Typical

Average account size

$1,759,018

About

Centurion Wealth Management advises high-net-worth and individual clients, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The brochure also discloses access to private equity placement opportunities for qualified investors and a separate tax preparation offering that is billed outside of advisory fees.

The firm describes its role as a fiduciary and typically implements diversified, asset-allocation portfolios overseen by an investment committee that meets monthly; Wealth Managers perform at least annual reviews with clients to align portfolios with updated Investor Profiles. Investment analysis draws on a mix of fundamental, quantitative, qualitative, technical and cyclical methods, and Centurion may use mutual funds, ETFs, fixed income, options in limited cases, and margin when appropriate for a client’s profile.

What the brochure identifies as noteworthy for this firm is its recent addition of private equity placements and the associated disclosure that firm members may receive contingent compensation from issuers, a potential conflict the firm says it will disclose and monitor. The firm also documents formal referral/endorsement arrangements with three promoters that pay referral fees per lead and highlights participant education and other client-facing educational services—practices the brochure presents alongside its conflict-management and disclosure procedures.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops
Insurance, retirement & estate planning, divorce planning

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing

Occupation focus

Executive

Fee options

Fixed

Typically ranging from $3,500 to $7,500 depending on arrangement

Percentage

$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%

Project-based

$175 to $450 per hour depending on complexity

Other

Account minimum: $1,000,000

Main office location

Centurion Wealth Management

7901 Jones Branch Drive, Suite 230

Mclean VA 22102, United States

Number of offices

3

Most active in

Alaska · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark M

Series 66

Mclean, VA

Centurion Wealth Management

Mark Mckaig is a financial advisor at Centurion Wealth Management in McLean, VA, holding a Series 66 designation with 25 years of industry experience. He previously worked at Spire Investment Partners for seven years before joining Centurion Wealth Management in 2022. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets with an eight-advisor team and emphasizes diversified asset allocation guided by a monthly investment committee.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
user avatar

Darren C

CFP®, ChFC®, Series 63, Series 65

Mclean, VA

Centurion Wealth Management

Darren Colananni is a CFP® and ChFC® with 15 years of experience in the financial services industry. He has worked at Centurion Wealth Management since 2020 and previously held roles at Bank of America, Merrill Lynch, and Morgan Stanley. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets through an eight-advisor team and employs a diversified investment approach overseen by a monthly meeting investment committee.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
user avatar

Sterling N

CFP®, Series 63, Series 66

Mclean, VA

Centurion Wealth Management

Sterling Neblett is a CFP® with 20 years of industry experience, currently serving at Centurion Wealth Management since 2022. He previously worked at Spire Investment Partners for seven years. Outside of his advisory role, Neblett is president of the Neblett Pancreatic Cancer Foundation and Hart Cellars, LLC, and is involved in personal investing through Gaingels Angel Investors and OKEANOS Venture Capital Group. Centurion Wealth Management serves high-net-worth and individual clients, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach overseen by a monthly investment committee and provides access to private equity placement opportunities for qualified clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
user avatar

Dennis C

Series 63, Series 65

Mclean, VA

Centurion Wealth Management

Dennis Campbell is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Metrics Money Management, LLC for 16 years. Centurion Wealth Management serves high-net-worth and individual clients, as well as retirement plans and corporate entities, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets with an eight-advisor team and employs a diversified investment approach tailored to each client’s profile.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
user avatar

Marc A

CFP®, Series 66

Mc Lean, VA

Centurion Wealth Management

Marc Aguilar is a CFP® professional with nine years of industry experience, currently serving at Centurion Wealth Management. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney LLC. Aguilar is also a Registered Representative of Spire Securities. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets with an eight-advisor team and emphasizes diversified asset allocation through a variety of investment strategies.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
user avatar

Wendy P

Series 63, Series 65

Mclean, VA

Centurion Wealth Management

Wendy Payne is a financial advisor with Centurion Wealth Management in McLean, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at SPIRE Securities, LLC since 2015 and is the founder and CEO of Life Stage Transitions, LLC, which provides education and consulting for newly independent individuals and couples. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $741 million in client assets and employs a diversified investment approach tailored to each client’s profile.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
user avatar

Jacob G

CFP®, Series 66

Mclean, VA

Centurion Wealth Management

Jacob Gurock is a CFP® professional with six years of industry experience, currently serving at Centurion Wealth Management. His prior roles include positions at Cerity Partners LLC, AWM Capital, LLC, and The Vanguard Group, Inc. He serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and is a National Ambassador for the Shatterproof Organization, a nonprofit focused on addressing the addiction crisis in the United States. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement consulting. The firm manages approximately $741 million in assets with an eight-advisor team and employs a diversified investment approach tailored to each client’s profile.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Executive
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