$1.2B Total AUM
$1.2B Disc. AUM
20.3% 3Y CAGR
64 Employees
617 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- InsightEmber unison +more
- Established Date
- 11-01-2013
- Office Locations
- 4
Office Locations
12255 EL Camino Real Suite 125 SAN Diego CA
25109 Jefferson AVE 205 Murrieta CA
Jefferson AVE 205 Murrieta CA
About Centura Wealth Advisory
Centura Wealth Advisory is a San Diego-based, tax-focused RIA serving successful business owners and executives, with particular depth in complex tax planning and exit-related wealth strategies. The team coordinates closely with clients’ CPAs and attorneys and implements portfolios using public funds/ETFs alongside private funds/alternatives, with custody at Charles Schwab.
Team overview
37 AVG AGE
$62.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.2 yrs AVG TENURE
64 Employees
19 Advisory Reps
19 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Harbor Wave oak Glacier Bridge Legacy Pathway Delta crest Crest Quantum Foundation
Client Personas
Zenith summit Optima bridge
CRM
Value catalyst Frontier
Custodian
Atlas Momentum Peak timber Pathway Atlas momentum Pioneer Glacier Optima vector
Investment Themes
Element unison North vertex Element Bridge
Investment Vehicles
Frontier peak Foundation frontier Frontier matrix
Services
Vital Delta Summit unison Ridge Pioneer Matrix Catalyst matrix Foundation bridge Peak vital Pioneer peak Legacy legacy
Technology
Frontier summit Ember signal Ridge Fusion insight
Owner & Executives
CHRISTOPHER OWEN BARNES
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
(800) 213-8097
frontier.radial@matrixcapital.com
in linkedin.com/in/eagle-crest
CURTIS WILLIAM CUSTARD
Chief Investment Officer
- CRD
- #6858516
- Ownership
- Less than 5%
(614) 933-8742
beacon.timber@vitalcapital.com
in linkedin.com/in/bridge-matrix
O
Oak momentum
Focus insight oak
- CRD
- #67925
- Ownership
- 24.1%
(782) 512-6545
value.harbor@beaconcapital.com
in linkedin.com/in/horizon-value
Showing 2 of 6 owners & executives
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Cade Benjamin Buchanan
Paraplanner
- CRD
- #8126269
(892) 678-4434
summit.pioneer@northcapital.com
in linkedin.com/in/catalyst-atlas
Matthew J Cayelli
Junior Trader
- CRD
- #7745421
(622) 497-3342
pioneer.value@peakcapital.com
in linkedin.com/in/timber-momentum
H
Harbor vertex
Beacon momentum
- CRD
- #84622
(564) 923-9880
prime.prime@timbercapital.com
in linkedin.com/in/quantum-glacier
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,195,736,524 | $467,816 |
| Non-Discretionary | $3,811 | $1,906 |
| Total | $1,195,740,335 | $467,451 |
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Separately Managed Accounts
Total SMA Asset: $1,195,740,335
Public Funds:
14.3% Private Funds:
23.5% Cash:
17.0% Equity - Exchange:
11.6% Municipal Bonds:
9.8% Corporate - Investment Grade:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $622,219,523 | 14.3% |
| Private Funds | $1,022,528,587 | 23.5% |
| Cash | $739,701,531 | 17.0% |
| Equity - Exchange | $504,737,515 | 11.6% |
| Municipal Bonds | $426,416,177 | 9.8% |
| Corporate - Investment Grade | $1,035,582,142 | 23.8% |
| Total | $4,351,185,475 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT FUSION CATALYST | INSIGHT OAK | K1EAKAZ8Y | KBYH | 7.78% | $82,409,676 |
| OPTIMA RIDGE FUSION | ATLAS FUSION | ZP7A29JO0 | DHD | 3.82% | $88,023,506 |
| MERIDIAN VERTEX TIMBER | MOMENTUM NORTH | RVUEYO30H | ZLUPV | 3.76% | $59,735,936 |
| FRONTIER CATALYST SUMMIT | LEGACY VECTOR | KIEBM1YM8 | SBKBK | 1.11% | $107,938,265 |
| UNISON FOCUS FOCUS | BRIDGE PIONEER | YO3ZZHGK8 | XPHG | 7.48% | $31,242,574 |
| PEAK OAK | NORTH BRIDGE | FPMEUON59 | DNZW | 5.96% | $60,717,184 |
| PIONEER ELEMENT | RIDGE FUSION | 65XRGE0PX | JMZ | 1.76% | $21,796,509 |
| BRIDGE CREST | VERTEX WAVE | OKBYC8WQ2 | XMMJG | 6.64% | $7,285,143 |