Data / Investment advisers / Virginia / Centurion Wealth Management
Centurion Wealth Management, McLean, VA: $786 million AUM, SEC registered investment adviser
Centurion Wealth Management is an SEC registered investment adviser with its main office in McLean, Virginia and reports $786 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 317929
- SEC file number
- 801-123007
- SEC status
- Approved, effective January 7, 2022
- Legal name
- Centurion Wealth Management, LLC
- Main office
- 7901 Jones Branch Drive Suite 230, McLean, VA 22102
- Phone
- (571) 765-1890
- Regulatory AUM
- $786,188,183 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $738,457,171
- Non discretionary AUM
- $47,731,012
- Accounts
- 1,504
- Employees
- 13, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 170 | $624.8 million |
| Individuals (other than high net worth individuals) | 235 | $134.2 million |
| Pension and profit sharing plans | 9 | $26.9 million |
| Business development companies | 1 | $326,376 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $786.2 million | September 25, 2026 |
| February 2, 2026 | $784 million | January 14, 2026 |
| December 1, 2025 | $741.2 million | November 7, 2025 |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aldrich Capital Partners LLC | McLean | $1.12 billion | 14 | adviserinfo.sec.gov |
| FJ Capital Management LLC | McLean | $1.08 billion | 4 | adviserinfo.sec.gov |
| Pointoak Retirement Advisors | McLean | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Brown | Miller Wealth Management, LLC | McLean | $991.1 million | Not listed | adviserinfo.sec.gov |
| Aztlan Equity Management, LLC | McLean | $851.1 million | 4 | adviserinfo.sec.gov |
| Kah Capital Management, LLC | McLean | $605.3 million | 2 | adviserinfo.sec.gov |
| Olio Financial Planning | McLean | $600.5 million | Not listed | adviserinfo.sec.gov |
| Ravenswood Partners LP | McLean | $436.1 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Centurion Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.