DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

The Centurion Group, LLC

Former SEC-registered adviserPlymouth Meeting, PennsylvaniaCRD 155430SEC 801-71974IAPD
Latest filing Mar 18, 2019
First filing on the tape Mar 19, 2012 · 14 filings
RAUM
$365M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
19
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$365M as of Mar 18, 2019
Mar 28, 2016$200M then
HNW client RAUM: no history
State-registered IARs (5.B.3)9 as of Mar 18, 2019
Mar 19, 20120 then
Employees (5.A)19 as of Mar 18, 2019
Feb 11, 201315 then
Private funds: no history
RAUM +19% over the last fiscal year+22% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Mar 18, 2019; every figure names its basis
RAUM per advisor
$40.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$91.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.1derivedItem 5.A over advisors
Advisors per office
4.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+19%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$365M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
165reported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • James Kevin Broderick · Managing Membercontrol
      since 10/2010 · owns 25% to 50%
    • Gerard James Hageney · Managing Member And Chief Compliance Officercontrol
      since 10/2010 · owns 25% to 50%
    • Eugene Joseph Bartnicki · Member
      since 10/2010 · owns 10% to 25%
    • Stewart Patrick Reisinger · Member
      since 10/2010 · owns 10% to 25%
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 6 to 4
      Mar 30, 2018 to Mar 18, 2019
    • Pension plan clients · 163 to 165
      Mar 30, 2018 to Mar 18, 2019
    • Discretionary RAUM · $306M to $365M
      Mar 30, 2018 to Mar 18, 2019
    • Pension RAUM · $306M to $365M
      Mar 30, 2018 to Mar 18, 2019
    • RAUM · $306M to $365M
      Mar 30, 2018 to Mar 18, 2019
    • Accounts · 2 to 6
      Mar 30, 2017 to Mar 28, 2018
    • Advisory activities · 1 to 2
      Mar 30, 2017 to Mar 28, 2018
    • BD registered reps · 13 to 14
      Mar 30, 2017 to Mar 28, 2018
    • Pension plan clients · unset to 163.0
      Mar 30, 2017 to Mar 28, 2018
    • State-registered IARs · 10 to 9
      Mar 30, 2017 to Mar 28, 2018
    • Other offices · unset to 1.0
      Mar 30, 2017 to Mar 28, 2018
    • Discretionary RAUM · $13B to $306M
      Mar 30, 2017 to Mar 28, 2018
    • Pension RAUM · unset to 305966022.0
      Mar 30, 2017 to Mar 28, 2018
    • RAUM · $13B to $306M
      Mar 30, 2017 to Mar 28, 2018
    • Accounts · 1 to 2
      Jul 25, 2016 to Mar 28, 2017
    • Advisory employees · 11 to 10
      Jul 25, 2016 to Mar 28, 2017
    • BD registered reps · 15 to 13
      Jul 25, 2016 to Mar 28, 2017
    • Employees · 20 to 19
      Jul 25, 2016 to Mar 28, 2017
    • Insurance-licensed employees · 11 to 7
      Jul 25, 2016 to Mar 28, 2017
    • State-registered IARs · 11 to 10
      Jul 25, 2016 to Mar 28, 2017
    • Discretionary RAUM · $200M to $13B
      Jul 25, 2016 to Mar 28, 2017
    • RAUM · $200M to $13B
      Jul 25, 2016 to Mar 28, 2017
    • Accounts · unset to 1.0
      Mar 30, 2015 to Mar 28, 2016
    • Discretionary RAUM · unset to 200000000.0
      Mar 30, 2015 to Mar 28, 2016
    • Non-discretionary RAUM · unset to 0.0
      Mar 30, 2015 to Mar 28, 2016
    • RAUM · unset to 200000000.0
      Mar 30, 2015 to Mar 28, 2016
    • Advisory employees · 14 to 11
      Nov 25, 2014 to Mar 30, 2015
    • BD registered reps · 14 to 15
      Nov 25, 2014 to Mar 30, 2015
    • Employees · 16 to 20
      Nov 25, 2014 to Mar 30, 2015
    • Insurance-licensed employees · 14 to 11
      Nov 25, 2014 to Mar 30, 2015
    • State-registered IARs · 13 to 11
      Nov 25, 2014 to Mar 30, 2015
    • BD registered reps · 12 to 14
      Mar 6, 2014 to Nov 25, 2014
    • Employees · 15 to 16
      Mar 6, 2014 to Nov 25, 2014
    • Insurance-licensed employees · 12 to 14
      Mar 6, 2014 to Nov 25, 2014
    • State-registered IARs · 15 to 13
      Mar 6, 2014 to Nov 25, 2014
    • BD registered reps · 14 to 12
      Feb 11, 2013 to Mar 6, 2014
    • Insurance-licensed employees · 11 to 12
      Feb 11, 2013 to Mar 6, 2014
    • Advisory employees · 13 to 14
      Dec 17, 2012 to Feb 11, 2013
    • Advisory activities · 2 to 1
      Dec 17, 2012 to Feb 11, 2013
    • BD registered reps · 13 to 14
      Dec 17, 2012 to Feb 11, 2013
    Signals
    1 dated events
    • The Centurion Group, Llc reported RAUM $306.0M, down 98% from $13.4B (2017-03-30 to 2018-03-28)
      Mar 28, 2018 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026