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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2019
- Office Locations
- 2
Office Locations
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).
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Owner & Executives
JACK KENDRICK HEILBRON
Chairman, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #851412
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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LARRY GENE DUBOSE
Principal
- CRD
- #1266761
MARY ROSE LIMOGES
--
- CRD
- #734263
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
| 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% |