Centurion Counsel,Inc.
- Regulatory AUM
- $57.4M
- Discretionary
- $57.4M
- Clients
- 52
- Avg AUM / client
- $1.1M
- Accounts
- 52
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 52 | $57.4M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jack Kendrick Heilbron | Chairman,President,Chief Investment Officer, | Feb 1984 (43y) | ≈ 56.25% – 100% via Puppy Toes, Inc | |
| Foss, Steven, Timothy | Vp Operations, Chief Compliance Officer | Aug 1993 (33y) | Less than 5% | |
| Larry Gene Dubose | Registered representative | Jan 2022 (5y) | ||
| Mary Rose Limoges | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Puppy Toes, Inc | Corporation | Feb 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jack Kendrick Heilbron: 75% – 100% of Puppy Toes, Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ALLEGATIONS WERE THAT THE FIRM RECEIVED FROM PUBLIC CUSTOMERS FUNDS TOTALLY $285,000 IN CONNECTION WITH A CONTINGENT OFFERING AND FAILED TO PROMPTLY TRANSMIT INVESTOR FUNDS IN CONNECTION WITH THE OFFERING TO AN ESTABLISHED BANK ESCROW ACCOUNT. Status: Final Sanction Detail: NONE Summary: PIM FINANCIAL SERVICES, INC. WAS A BD/RIA FIRM THAT DE-REGISTERED IN 2003 AND IS NO LONGER AN AFFILIATED ADVISER. MR. HEILBRON WAS OWNER OF PIM FINANCIAL'S HOLDING COMPANY, CI HOLDING GROUP, WHICH IS ALSO THE HOLDING COMPANY FOR CENTURION COUNSEL, INC.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $57.4M (100% of AUM) Apr 2026
- National Financial Services (Fidelity) $44.4M (100% of AUM) Apr 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗