AUMdb

American Centurion Financial Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 166057 · SEC file 801-77509 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Dec 26, 2023
Regulatory AUM
$65.0M
Discretionary
$0
Clients
41
Avg AUM / client
$1.6M
Accounts
41
Employees
1

AUM over time

$0 $65.0M
Dec 2012 Dec 2023

Annual snapshots from Form ADV filings · as of Dec 26, 2023

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 41 $65.0M 100.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Black, Scott, Carter Managing Member Oct 2012 (14y) 25% – 50%
Valentina Solomita Managing Member, Cco Oct 2012 (14y) 50% – 75%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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)

FormPeriodSize
Form ADV (full filing) 12/26/2023 1.04 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 26, 2023.

View current Form ADV (SEC/IAPD) ↗