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Centurion Counsel INC

Centurion Counsel INC. CRD 110083

Centurion Counsel INC logo

CRD: 110083

Centurion Counsel INC

SAN Diego, CA, 92123
6193912383
$57.4M Total AUM
$57.4M Disc. AUM
-- 3Y CAGR
3 Employees
52 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
08-28-2019
Office Locations
2

Office Locations

4995 Murphy Canyon Road Suite 300 SAN Diego CA
6605 Cypresswood Suite 430 Speing TX

About Centurion Counsel INC

Centurion Counsel, Inc. is a state-registered RIA focused exclusively on investment management for institutional clients and qualified individuals. The firm builds custom portfolios around client objectives and risk tolerance, emphasizing risk management, capital preservation, and performance adjusted for risk with clear reporting. Public filings indicate portfolios lean heavily on ETFs alongside investment-grade corporate bonds (custodied at Schwab).

Team overview

-- AVG AGE
$19.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Harbor Focus unison Legacy momentum

Custodian

Atlas wave Vital Wave

Investment Themes

Harbor Meridian matrix Harbor

Investment Vehicles

Unison catalyst

Platform

Foundation crest

Services

Fusion element Quantum summit Glacier

Owner & Executives

J

JACK KENDRICK HEILBRON

Chairman, Chief Compliance Officer, Chief Investment Officer, President

CRD
#851412
Ownership
Less than 5%
(226) 697-1610
foundation.timber@insightcapital.com
in linkedin.com/in/peak-fusion

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Contacts

L

LARRY GENE DUBOSE

Principal

CRD
#1266761
(739) 832-8012
pioneer.vertex@signalcapital.com
in linkedin.com/in/quantum-alpha
M

MARY ROSE LIMOGES

--

CRD
#734263
(852) 240-3395
glacier.beacon@northcapital.com
in linkedin.com/in/frontier-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-29-2016
09-13-2017
03-30-2018
12-10-2019
01-23-2020
Category Assets AVG. Account size
Discretionary $57,357,467 $306,511
Non-Discretionary $0 --
Total $57,357,467 $306,511

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Separately Managed Accounts

Total SMA Asset: $57,357,467

$57.4M Total SMA
Equity - Exchange:
10.3%
Corporate - Investment Grade:
16.5%
Public Funds:
24.8%
U.S. Government/Agency:
5.4%
Cash:
17.8%
Corporate - Non-Investment Grade:
13.9%
Municipal Bonds:
11.3%
Asset class Assets Assets %
Equity - Exchange $462,320,068 10.3%
Corporate - Investment Grade $740,609,818 16.5%
Public Funds $1,113,158,999 24.8%
U.S. Government/Agency $242,381,395 5.4%
Cash $798,960,894 17.8%
Corporate - Non-Investment Grade $623,907,665 13.9%
Municipal Bonds $507,205,512 11.3%
Total $4,488,544,351 100.0%

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