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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- PioneerMatrix
- Established Date
- 01-07-2022
- Office Locations
- 2
Office Locations
About Centurion Wealth Management
Centurion Wealth Management is an independent financial planning and investment management firm serving successful entrepreneurs, corporate executives, and newly independent women (Financial Independence for Women™). The team provides comprehensive guidance across tax, cash flow, estate, risk, and business-transition needs, with a steady, fundamentals-based portfolio approach that often uses ETFs. Not affiliated with any product provider, emphasizing transparency around conflicts.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK COLEMAN MCKAIG
Co-President, Partner
- CRD
- #4149997
- Ownership
- 25% but less than 50%
STERLING DWIGHT NEBLETT
Advisor, Co-President, FOUNDING PARTNER
- CRD
- #4972455
- Ownership
- 25% but less than 50%
Oak frontier
Frontier zenith
- CRD
- #67315
- Ownership
- 35.5%
Showing 2 of 4 owners & executives
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DAVID BOGONOVICH
Chief Executive Officer, President
- CRD
- #4553947
DENNIS MILES CAMPBELL
--
- CRD
- #2485366
North north
Wave harbor alpha
- CRD
- #14455
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $730,558,824 | $466,811 |
| Non-Discretionary | $53,448,742 | $1,370,481 |
| Total | $784,007,566 | $488,783 |
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Separately Managed Accounts
Total SMA Asset: $783,704,365
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $837,349,540 | 11.3% |
| Public Funds | $726,196,946 | 9.8% |
| Cash | $555,762,969 | 7.5% |
| Corporate - Non-Investment Grade | $1,704,339,772 | 23.0% |
| Municipal Bonds | $2,282,333,259 | 30.8% |
| Other | $1,304,190,434 | 17.6% |
| Total | $7,410,172,920 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST BEACON | VITAL MERIDIAN | H4P8EM58T | NBX | 8.19% | $81,300,409 |
| MOMENTUM FOUNDATION MERIDIAN | UNISON INSIGHT | ZJDB5O4BM | QWTK | 4.21% | $39,517,678 |
| ATLAS PEAK WAVE | FOCUS FRONTIER | IYXZHYZ2K | KFT | 4.63% | $98,892,945 |
| PATHWAY SUMMIT | UNISON PIONEER | GAQAKOF8W | QZHFI | 5.85% | $80,726,724 |
| BRIDGE ALPHA | PATHWAY BRIDGE | SIIUB8X3G | PWOJ | 8.85% | $43,606,244 |
| VALUE PIONEER ELEMENT | INSIGHT SIGNAL | B2HUJAV5D | XNW | 5.79% | $70,587,686 |
| FOCUS HORIZON ZENITH | VITAL OAK | ZAH8HKQO2 | UCNPZ | 10.24% | $37,062,232 |
| HARBOR FRONTIER | BRIDGE NORTH | UMRQKMSLF | ZQNBZ | 2.21% | $40,914,360 |