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.

SEC-registered adviser

Centura Wealth Advisory

Independent wealth managerSan Diego, CaliforniaCRD 296985SEC 801-113284websiteIAPD
Legal name Ccg Wealth Management, LLC
Latest filing Jun 2, 2026
First filing on the tape Apr 24, 2018 · 48 filings
SEC status approved since May 23, 2018
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$1.2B individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$66.4M
derived; firm RAUM over IAPD count
Employees
64
19 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$1.2B as of Jun 2, 2026
Mar 28, 2019$259M then
HNW client RAUM$1.0B as of Jun 2, 2026
Mar 28, 2019$202M then
State-registered IARs (5.B.3)19 as of Jun 2, 2026
Mar 28, 20196 then
Employees (5.A)64 as of Jun 2, 2026
Mar 28, 201913 then
Private funds: no history
RAUM +55% over the last fiscal year+22% a year over threeIARs 18 to 19offices 2 to 3
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$66.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
32derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.9MderivedHNW RAUM over HNW clients
Average account
$467,451derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.6derivedItem 5.A over advisors
Advisors per office
4.5derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+55%derivedbetween the last two annual amendments
Advisor growth, one year
+5.6%derivedItem 5.B.3 between annual amendments
Client growth, one year
+77%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$268M, 449 clientsreportedItem 9.A
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)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.0B88%
  • Individuals$129M11%
  • Corporations and businesses$14.1M1.2%
  • Pension and profit-sharing plans$364,4730.0%
Individual clients
363reported
HNW clients
211reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,558reported
Financial planning clients
11-25reported
Wrap fee programs
noreported
Custody of client assets
$268M for 449 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Derek Clifford MyronCertified Financial PlannerSan Diego, CaJun 10, 201827 y4
Matthew Richard GriffithCertified Financial PlannerSan Diego, CaFeb 4, 201925 y2
Sean Kelley ClarkSan Diego, CaMar 1, 201920 y2
Zoe RubendallSan Diego, CaAug 13, 201912 y0
David MartinezSan Diego, CaMay 25, 202215 y1
Samantha Drew LawrenceCertified Financial PlannerSan Diego, CaMay 26, 202211 y0
Joshua Paul NunnChartered Financial ConsultantSan Diego, CaMay 11, 202310 y1
Peter Stephen StaabSan Diego, CaOct 9, 202313 y0
Jacob Ryan ShiffrinCertified Financial PlannerSan Diego, CaNov 1, 202410 y1
Rachel Sierra SelfSan Diego, CaJan 1, 202510 y1
Matthew J CayelliSan Diego, CaMay 26, 202512 y0
Parshad Kirpal SinghCertified Financial PlannerSan Diego, Ca Nov 24, 202518 y6
Curtis William CustardChartered Financial AnalystSan Diego, CaJan 16, 202610 y0
Cade Benjamin BuchananSan Diego, CaJun 2, 202611 y1
Luca Nmn Vivan De QueirozSan Diego, CaJun 10, 202610 y1
Advisor movement
2 left, 3 joined in 12 months
net +1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount12 left over 36 months
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
    • Owen Christopher Barnes · Chief Operations Officercontrol
      since 03/2025 · owns less than 5%
    • William Curtis Custard · Chief Investment Officercontrol
      since 01/2026 · owns less than 5%
    • James Andrew Davies · Managing Directorcontrol
      since 05/2025 · owns less than 5%
    • Clifford Derek Myron · Managing Directorcontrol
      since 11/2013 · owns less than 5%
    • Edward Christopher Osmond · Chief Investment Officer, Chief Compliance Officercontrol
      since 03/2022 · owns less than 5%
    • Lee Kyle Malmstrom · Managercontrol
      since 11/2019 · owns 25% to 50% of Ccg Wm Holding Company, LLC
    • Clifford Derek Myron · Managercontrol
      since 11/2019 · owns 50% to 75% of Ccg Wm Holding Company, LLC
    • Carly Jennifer Krakower · Chief Compliance Officer
      since 07/2025 · owns less than 5%
    • Lee Kyle Malmstrom · Owner
      since 11/2013 · owns less than 5%
    Entity owners
    • Ccg Wm Holding Company, LLC · Owner
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    • Ccg Insurance Services, LLC
      real estaten
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    San Diego, Ca · principal1841
    Murrieta, Ca300
    Golden Valley, Mn000
    St Augustine, Fl000
    Lakeville, Mn001
    Offices
    Schedule D 1.F, the 25 largest
    • , 1 employees
    ADV anomalies
    11 against comparable advisers; where to look, not conclusions
    • control person changedChange between filings · filing Jun 2, 2026
      DAVIES, ANDREW, JAMES (MANAGING DIRECTOR) appeared on Schedule A between the filings of 2022-03-22 and 2026-06-02
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing Jun 2, 2026
      OSMOND, CHRISTOPHER, EDWARD (CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2022-03-22 and 2026-06-02
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing Jun 2, 2026
      BARNES, CHRISTOPHER, OWEN (CHIEF OPERATIONS OFFICER) appeared on Schedule A between the filings of 2022-03-22 and 2026-06-02
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing Jun 2, 2026
      CUSTARD, CURTIS, WILLIAM (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2022-03-22 and 2026-06-02
      peers: independent wealth managers, $1B to $5B (1,360)
    • institutional to wealth shiftCombination · filing Mar 27, 2026
      institutional share fell 15 points or more while private-client share rose 15 points or more. RAUM $769,086,884 to $1,195,740,335, advisors 18 to 19, private clients 325 to 574, offices 2 to 3 (2025-03-14 to 2026-03-27)
      peers: independent wealth managers, $1B to $5B (1,360)
    • client mix shiftChange between filings · filing Mar 27, 2026
      private-client share of RAUM moved from 60.0% to 98.0% between the annual amendments of 2025-03-14 and 2026-03-27
      peers: independent wealth managers, $1B to $5B (1,360)
    • client count surgeChange between filings · filing Mar 27, 2026
      individual and HNW clients (Item 5.D) moved from 325.0 to 574.0 (+77.0%) between the annual amendments of 2025-03-14 and 2026-03-27; the peer median change was +5.0% (1132 comparable advisers, 98.0th percentile of changes)
      peers: independent wealth managers, $1B to $5B (1,132) · 98% percentile
    • account count surgeChange between filings · filing Mar 27, 2026
      accounts (Item 5.F.2.f) moved from 1,467.0 to 2,558.0 (+74.0%) between the annual amendments of 2025-03-14 and 2026-03-27; the peer median change was +6.0% (1206 comparable advisers, 95.0th percentile of changes)
      peers: independent wealth managers, $1B to $5B (1,206) · 95% percentile
    • HNW share shiftChange between filings · filing Mar 27, 2026
      HNW share of RAUM moved from 57.0% to 87.0% between the annual amendments of 2025-03-14 and 2026-03-27
      peers: independent wealth managers, $1B to $5B (1,360)
    • institutional asset share shiftChange between filings · filing Mar 27, 2026
      institutional share of RAUM moved from 17.0% to 1.0% between the annual amendments of 2025-03-14 and 2026-03-27
      peers: independent wealth managers, $1B to $5B (1,360)
    • RAUM up 50 %Change between filings · filing Mar 27, 2026
      RAUM (Item 5.F) moved from $769,086,884 to $1,195,740,335 (+55.0%) between the annual amendments of 2025-03-14 and 2026-03-27; the peer median change was +17.0% (1297 comparable advisers, 94.0th percentile of changes)
      peers: independent wealth managers, $1B to $5B (1,297) · 94% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 1,467 to 2,558
      Jan 27, 2026 to Mar 27, 2026
    • Advisory employees · 18 to 19
      Jan 27, 2026 to Mar 27, 2026
    • Corporate clients · 43 to 9
      Jan 27, 2026 to Mar 27, 2026
    • HNW clients · 213 to 211
      Jan 27, 2026 to Mar 27, 2026
    • Individual clients · 112 to 363
      Jan 27, 2026 to Mar 27, 2026
    • Pension plan clients · 23.0 to unset
      Jan 27, 2026 to Mar 27, 2026
    • Assets in custody · $40.1M to $268M
      Jan 27, 2026 to Mar 27, 2026
    • Employees · 47 to 64
      Jan 27, 2026 to Mar 27, 2026
    • State-registered IARs · 18 to 19
      Jan 27, 2026 to Mar 27, 2026
    • Other offices · 2 to 3
      Jan 27, 2026 to Mar 27, 2026
    • Discretionary RAUM · $769M to $1.2B
      Jan 27, 2026 to Mar 27, 2026
    • HNW RAUM · $437M to $1.0B
      Jan 27, 2026 to Mar 27, 2026
    • Individual RAUM · $23.9M to $129M
      Jan 27, 2026 to Mar 27, 2026
    • Non-discretionary RAUM · $0 to $3,811
      Jan 27, 2026 to Mar 27, 2026
    • Pension RAUM · $19.5M to $364,473
      Jan 27, 2026 to Mar 27, 2026
    • RAUM · $769M to $1.2B
      Jan 27, 2026 to Mar 27, 2026
    • Financial planning clients · 11-25 to 11-25
      Jun 2, 2025 to Jul 30, 2025
    • Accounts · 1,425 to 1,467
      Nov 12, 2024 to Mar 14, 2025
    • Advisory employees · 20 to 18
      Nov 12, 2024 to Mar 14, 2025
    • Corporate clients · 39 to 43
      Nov 12, 2024 to Mar 14, 2025
    • HNW clients · 170 to 213
      Nov 12, 2024 to Mar 14, 2025
    • Individual clients · 184 to 112
      Nov 12, 2024 to Mar 14, 2025
    • Pension plan clients · 16 to 23
      Nov 12, 2024 to Mar 14, 2025
    • Assets in custody · $195M to $40.1M
      Nov 12, 2024 to Mar 14, 2025
    • Employees · 39 to 47
      Nov 12, 2024 to Mar 14, 2025
    • Financial planning clients · 101-250 to 11-25
      Nov 12, 2024 to Mar 14, 2025
    • State-registered IARs · 17 to 18
      Nov 12, 2024 to Mar 14, 2025
    • Discretionary RAUM · $643M to $769M
      Nov 12, 2024 to Mar 14, 2025
    • HNW RAUM · $346M to $437M
      Nov 12, 2024 to Mar 14, 2025
    • Individual RAUM · $89.3M to $23.9M
      Nov 12, 2024 to Mar 14, 2025
    • Pension RAUM · $13.9M to $19.5M
      Nov 12, 2024 to Mar 14, 2025
    • RAUM · $643M to $769M
      Nov 12, 2024 to Mar 14, 2025
    • Other offices · 4 to 2
      Jul 1, 2024 to Oct 3, 2024
    • Accounts · 1,546 to 1,425
      Feb 21, 2024 to Mar 25, 2024
    • Advisory employees · 15 to 20
      Feb 21, 2024 to Mar 25, 2024
    • Corporate clients · 21 to 39
      Feb 21, 2024 to Mar 25, 2024
    • HNW clients · 181 to 170
      Feb 21, 2024 to Mar 25, 2024
    • Individual clients · 225 to 184
      Feb 21, 2024 to Mar 25, 2024
    • Pension plan clients · 12 to 16
      Feb 21, 2024 to Mar 25, 2024
    • Assets in custody · $178M to $195M
      Feb 21, 2024 to Mar 25, 2024
    Signals
    21 dated events
    • Daniel Paul Stolfa left Centura Wealth Advisory for Wealth Enhancement Advisory Services, Llc (registered 2026-06-29)
      Jun 26, 2026 · Advisor changed firm · fact
    • Centura Wealth Advisory reported RAUM $1.2B, up 55% from $769.1M (2026-01-27 to 2026-03-27)
      Mar 27, 2026 · RAUM change · derived
    • Benjamin Michael Weinberg left Centura Wealth Advisory for Corient (registered 2026-03-10)
      Mar 2, 2026 · Advisor changed firm · fact
    • Christopher Edward Osmond left Centura Wealth Advisory for Fifth Third Wealth Advisors Llc (registered 2025-07-29)
      Jul 21, 2025 · Advisor changed firm · fact
    • Cody Michael Nigh left Centura Wealth Advisory for Commonwealth Financial Network (registered 2025-05-15)
      May 5, 2025 · Advisor changed firm · fact
    • Michael William Tsoukatos left Centura Wealth Advisory for Private Advisor Group, Llc (registered 2025-09-12)
      Feb 28, 2025 · Advisor changed firm · fact
    • Gregory W Klipstein left Centura Wealth Advisory for Edward Jones (registered 2025-04-23)
      Feb 18, 2025 · Advisor changed firm · fact
    • Benjamin Ryan Gottlieb left Centura Wealth Advisory for Lido (registered 2025-05-21)
      Dec 18, 2024 · Advisor changed firm · fact
    • Tigran Hovhannes Muradyan left Centura Wealth Advisory for Sei Investments Management Corp (registered 2024-10-09)
      Aug 27, 2024 · Advisor changed firm · fact
    • Nathan Robert Truax left Centura Wealth Advisory for D.A. Davidson & Co. (registered 2024-09-04)
      Jul 26, 2024 · Advisor changed firm · fact
    • Brett Gregory Hughes left Centura Wealth Advisory for Ep Wealth Advisors (registered 2025-12-15)
      May 3, 2024 · Advisor changed firm · fact
    • Jonathan Yuri Freeman left Centura Wealth Advisory for Axxcess Wealth Management, Llc (registered 2024-04-29)
      May 2, 2024 · Advisor changed firm · fact
    • Seth Ariel Meisler left Centura Wealth Advisory for Prosperity Capital Advisors (registered 2023-12-26)
      Jan 2, 2024 · Advisor changed firm · fact
    • Neva Bradley left Centura Wealth Advisory for The Retirement Group, Llc (registered 2023-04-04)
      Feb 10, 2023 · Advisor changed firm · fact
    • Joseph David Cariani (Vice President) no longer on Schedule A of Centura Wealth Advisory (listed 2022-10-31, absent 2023-02-01)
      Feb 1, 2023 · Control person left · inference
    • David Joseph Cariani left Centura Wealth Advisory for Private Advisor Group, Llc (registered 2025-01-01)
      Jan 24, 2023 · Advisor changed firm · fact
    • Centura Wealth Advisory reported RAUM $572.8M, up 69% from $338.2M (2022-03-09 to 2022-03-22)
      Mar 22, 2022 · RAUM change · derived
    • Edward Christopher Osmond (Chief Investment Officer) appeared on Schedule A of Centura Wealth Advisory
      Mar 22, 2022 · Control person joined · fact
    • Frederick Blake Feindel (Managing Member And Chief Compliance Officer) no longer on Schedule A of Centura Wealth Advisory (listed 2019-03-28, absent 2019-12-24)
      Dec 24, 2019 · Control person left · inference
    • Joseph David Cariani (Co-Chief Investment Officer) appeared on Schedule A of Centura Wealth Advisory
      Mar 28, 2019 · Control person joined · fact
    • Ccg Wealth Management, Llc filed its initial SEC registration (Form ADV)
      Apr 24, 2018 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    858-771-9500reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    951-677-3960reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/centura-wealth-advisoryreportedpublic record, Form ADV, Sep 17, 2026
    Website
    centurawealth.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    858-771-9500reportedpublic record, Form ADV, Jun 2, 2026
    Team page
    centurawealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
    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
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $66.4Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026