C
$78.7M Total AUM
$78.7M Disc. AUM
-- 3Y CAGR
4 Employees
104 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2006
- Office Locations
- 1
Office Locations
1325 Satellite Boulevard Building 300, Suite 302 Suwanee GA
About Centurion Advisory Group, INC
Centurion Advisory Group is a Suwanee, GA-based advisory firm serving business owners and families with integrated personal wealth planning and employer retirement plan design/management. Focus areas include retirement readiness, tax-aware planning, estate and generational wealth strategies, and risk-managed asset allocation, often implemented with ETFs and mutual funds on Charles Schwab.
Team overview
66 AVG AGE
$39.3M AVG AUM / ADVISOR
$756.4K AVG AUM / CLIENT
10.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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CRM
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Owner & Executives
RANDY RAY BRUNSON
President
- CRD
- #1421275
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CHARLES REAVIS
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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R
Robert Vavrina
--
- CRD
- #8028897
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,666,303 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,666,303 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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