Centurion Wealth Management, Llc
- Regulatory AUM
- $784M
- Discretionary
- $731M
- Clients
- 440
- Avg AUM / client
- $1.8M
- Accounts
- 1,604
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 248 | $125M | 15.9% |
| High net worth individuals | 180 | $628M | 80.1% |
| Business development companies | 1 | $303K | 0.04% |
| Pension and profit sharing plans | 11 | $30.8M | 3.93% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sterling Dwight Neblett | Founding Partner / Elected Manager / Co President | CFP | Feb 2015 (12y) | 25% – 50% |
| Wendy Ann Payne | Founding Partner / Elected Manager / Co President | Feb 2015 (12y) | 25% – 50% | |
| Mark Coleman Mckaig | Partner / Elected Manager / Co President | Nov 2015 (11y) | 25% – 50% | |
| Darren Louis Colananni | Partner | CFP Chartered Financial Consultant | Aug 2023 (3y) | Less than 5% |
| Grimes, Jill, H | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| David Bogonovich | Registered representative | Jul 2022 (4y) | ||
| Jacob Alan Gurock | Registered representative | CFP | Jan 2025 (2y) | |
| Dennis Miles Campbell | Registered representative | Jul 2025 (1y) | ||
| Olac Pallan Gayol | Registered representative | May 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 996 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $705M (90% of AUM) Jun 2026
- Fidelity Brokerage Services $667M (90% of AUM) Nov 2025
- Charles Schwab & Co. $43.7M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗