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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

THE CENTURION GROUP, LLC

CRD 155430

PLYMOUTH MEETING, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ec86e3d-fb94-ca4a-a3fa-74d64c291d09

Data as of Mar 18, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 1
On other graphs: 1
Observed: Mar 19, 2012 to Mar 18, 2019
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

The Centurion Group, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $365MItem 5.F on the latest filing (2019-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $365M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4
SEC number: 801-71974
CRD: 155430
Filings on the tape: 14
First filed: Mar 19, 2012
Latest filed: Mar 18, 2019
Organised: Limited Liability Company, Pennsylvania

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRODERICK, KEVIN, JAMES	MANAGING MEMBER	C	yes	10/2010	Mar 19, 2012	Mar 18, 2019
HAGENEY, JAMES, GERARD	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	10/2010	Mar 19, 2012	Mar 18, 2019
BARTNICKI, JOSEPH, EUGENE	Member	B	no	10/2010	Mar 19, 2012	Mar 18, 2019
REISINGER, PATRICK, STEWART	Member	B	no	10/2010	Mar 19, 2012	Mar 18, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CENTURION ASSET MANAGEMENT, LLC	n/a	Mixed wealth	$788M	N	yes	n/a
CENTURION BENEFITS	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Mar 18, 2019	$365M	$365M	19	10	1	n/a	n/a
2017	Mar 28, 2018	$306M	$306M	19	10	1	n/a	n/a
2016	Mar 28, 2017	$13B	$13B	19	10	n/a	n/a	n/a
2015	Mar 28, 2016	$200M	$200M	20	11	n/a	n/a	n/a
2014	Mar 30, 2015	n/a	n/a	20	11	n/a	n/a	n/a
2013	Mar 6, 2014	n/a	n/a	15	14	n/a	n/a	n/a
2012	Feb 11, 2013	n/a	n/a	15	14	n/a	n/a	n/a
2011	Mar 19, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$365M	$306M	19.5%	$200M	22.3%	19	19	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MMA ASSET MANAGEMENT LLC	4	Dec 31, 2019	Oct 28, 2016	PLYMOUTH MEETING, PA	Team lift out	Other	44.4%
MMA SECURITIES LLC	5	Dec 31, 2019	May 29, 2019	PLYMOUTH MEETING, PA	Firm absorbed	Other	55.6%

Relationships

Affiliated with (1)

→ MMA ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← HAGENEY, JAMES, GERARDOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 19, 2012 to presentfactForm ADV
← BRODERICK, KEVIN, JAMESOwnerMANAGING MEMBER, ownership code C, individual
Mar 19, 2012 to presentfactForm ADV

Owns (2)

← BARTNICKI, JOSEPH, EUGENEOwnerMEMBER, ownership code B, individual
Mar 19, 2012 to presentfactForm ADV
← REISINGER, PATRICK, STEWARTOwnerMEMBER, ownership code B, individual
Mar 19, 2012 to presentfactForm ADV

Registered with (16)

← MICHAEL JOSEPH HAGELGANSAdvisorregistration: previous registration
Jan 3, 2011 to Dec 31, 2019factForm ADV
← ROBERT PATRICK GIBSONAdvisorregistration: previous registration
Apr 27, 2012 to Dec 31, 2019factForm ADV
← MARC ALLAN ZIMMERMANAdvisorregistration: previous registration
Jan 9, 2015 to Dec 31, 2019factForm ADV
← JAMES GERARD HAGENEYAdvisorregistration: previous registration
Jan 3, 2011 to Dec 31, 2019factForm ADV
← JOSEPH EUGENE BARTNICKIAdvisorregistration: previous registration
Jan 3, 2011 to Dec 31, 2019factForm ADV
← PATRICK STEWART REISINGERAdvisorregistration: previous registration
Jan 3, 2011 to Dec 31, 2019factForm ADV
← BRADLEY PENNINGTON PIKEAdvisorregistration: previous registration
Aug 2, 2016 to Dec 31, 2019factForm ADV
← EUGENE RICHARD WEBERAdvisorregistration: previous registration
Jan 3, 2011 to Dec 31, 2019factForm ADV
← SAMUEL G HAINESAdvisorregistration: previous registration
Jan 3, 2011 to Dec 31, 2019factForm ADV
← PAUL GEORGE LIEBEZEITAdvisorregistration: previous registration
Nov 12, 2012 to Nov 14, 2016factForm ADV
← WILLIAM JOHN ROTHAdvisorregistration: previous registration
Nov 10, 2014 to May 26, 2016factForm ADV
← REBECCA LOUISE HAFERAdvisorregistration: previous registration
Jan 4, 2011 to Nov 10, 2014factForm ADV
← HOWARD HAMILTON DAHERAdvisorregistration: previous registration
May 23, 2011 to Oct 23, 2014factForm ADV
← BRETT RAYMOND CLOAKAdvisorregistration: previous registration
Aug 17, 2011 to Oct 23, 2014factForm ADV
← KIMBERLY A OSWALDAdvisorregistration: previous registration
Sep 20, 2011 to Oct 23, 2014factForm ADV
← MICHAEL J HEISERAdvisorregistration: previous registration
Apr 26, 2013 to Nov 13, 2013factForm ADV

Moved with (3)

→ MMA SECURITIES LLCRegistered adviser6 advisors, firm absorbed, same day
Dec 31, 2019 to May 29, 2019factForm ADV
→ MMA ASSET MANAGEMENT LLCRegistered adviser3 advisors, team lift out, same day
Dec 31, 2019 to Oct 28, 2016factForm ADV
← MMA ASSET MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2019 to Jan 3, 2011factForm ADV

Dated events

Occurred
Mar 28, 2018
Regulatory AUM changed
The Centurion Group, Llc reported RAUM $306.0M, down 98% from $13.4B (2017-03-30 to 2018-03-28)
Form ADVobserved 4 days ago
$-13.1B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ec86e3d-fb94-ca4a-a3fa-74d64c291d09
First observed: Mar 19, 2012
Last observed: Mar 18, 2019 91 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE CENTURION GROUP, LLC

CRD 155430

PLYMOUTH MEETING, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ec86e3d-fb94-ca4a-a3fa-74d64c291d09

Data as of Mar 18, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRODERICK, KEVIN, JAMES

MANAGING MEMBER

yes

10/2010

Mar 19, 2012

Mar 18, 2019

HAGENEY, JAMES, GERARD

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2010

Mar 19, 2012

Mar 18, 2019

BARTNICKI, JOSEPH, EUGENE

Member

10/2010

Mar 19, 2012

Mar 18, 2019

REISINGER, PATRICK, STEWART

Member

10/2010

Mar 19, 2012

Mar 18, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CENTURION ASSET MANAGEMENT, LLC

n/a

Mixed wealth

$788M

yes

n/a

CENTURION BENEFITS

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 18, 2019

$365M

n/a

2017

Mar 28, 2018

$306M

n/a

2016

Mar 28, 2017

$13B

n/a

2015

Mar 28, 2016

$200M

n/a

2014

Mar 30, 2015

n/a

2013

Mar 6, 2014

n/a

2012

Feb 11, 2013

n/a

2011

Mar 19, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$365M

$306M

19.5%

$200M

22.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MMA ASSET MANAGEMENT LLC

Dec 31, 2019

Oct 28, 2016

PLYMOUTH MEETING, PA

Team lift out

Other

44.4%

MMA SECURITIES LLC

Dec 31, 2019

May 29, 2019

PLYMOUTH MEETING, PA

Firm absorbed

Other

55.6%