CRD: 316454
Centurion Financial Strategies LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element frontier
- 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.
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Owner & Executives
DAVID ERVIN DENNISTON
Chief Compliance Officer, FOUNDER, President, PRINCIPAL
- CRD
- #4697676
- Ownership
- Less than 5%
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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
Total SMA Asset: $78,461,597
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $285,273,185 | 28.2% |
| Cash | $337,876,751 | 33.4% |
| Equity - Exchange | $388,457,104 | 38.4% |
| Total | $1,011,607,040 | 100.0% |