CRD: 316454
Centurion Financial Strategies LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-02-2021
- Office Locations
- 1
Office Locations
About Centurion Financial Strategies LLC
Centurion Financial Strategies LLC is a Bloomington, MN-based advisory firm founded in 2021. The firm provides financial and wealth planning with tax, estate, retirement-plan, and insurance guidance, alongside discretionary portfolio management and construction. Client focus includes entrepreneurs and physicians. Portfolios primarily use public funds, including mutual funds and ETFs, and are custodied at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 107 clients, or 107 clients per representative. That equates to $733.3K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DAVID ERVIN DENNISTON
Chief Compliance Officer, FOUNDER, President, PRINCIPAL
- CRD
- #4697676
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,461,597 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,461,597 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Centurion Financial Strategies LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.