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

Centurion Wealth Management

Independent wealth managerMclean, VirginiaCRD 317929SEC 801-123007website IAPD

Legal name Centurion Wealth Management, LLC

Latest filing Sep 2, 2026

First filing on the tape Dec 8, 2021 · 38 filings

SEC status approved since Jan 7, 2022

RAUM

$784M

reported, Item 5.F

Discretionary

93%

of RAUM

Private clients

96%

$753M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$131M

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

38 filings and snapshots on the tape

RAUM$784M as of Jun 4, 2026

Mar 29, 2023$384M then

HNW client RAUM$628M as of Jun 4, 2026

Mar 29, 2023$285M then

State-registered IARs (5.B.3)6 as of Jun 4, 2026

Mar 29, 20237 then

Employees (5.A)14 as of Jun 4, 2026

Mar 29, 202312 then

Private funds: no history

RAUM +33% over the last fiscal year+27% a year over threeIARs 7 to 5offices 1 to 2

Practice profile

derived from the filing of Sep 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
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $131MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 71derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.5MderivedHNW RAUM over HNW clients
Average account: $488,783derivedRAUM over accounts (5.F.2.f)
Discretionary: 93%derivedof RAUM
Institutional: 3.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.2derivedItem 5.A over advisors
Advisors per office: 2.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +33%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: -9.1%derived
Compensation: percentage of assets, hourlyreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminars, otherreportedItem 5.G
Custody: $784M, 440 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)
has custody of client cash or bank accounts (9.A.1.a)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$628M80%
Individuals$125M16%
Pension and profit-sharing plans$30.8M3.9%

Individual clients: 248reported
HNW clients: 180reported
Pension plan clients: 11reported
Charitable clients: 0reported
Accounts: 1,604reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $784M for 440 clientsreported
Compensation: % of AUM, hourlyreported
Class basis: private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd= related_bank= bd_reps=0.0derived

Advisors registered through the firm

6 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Sterling Dwight NeblettCertified Financial Planner	Mclean, Va	Apr 28, 2022	21 y	3
Mark Coleman Mckaig	Mclean, Va	May 20, 2022	25 y	3
David Bogonovich	Dorset, Vt	Jul 7, 2022	27 y	3
Wendy Ann Payne	Mclean, Va	Aug 10, 2022	19 y	3
Jacob Alan GurockCertified Financial Planner	Mclean, Va	Jan 21, 2025	10 y	3
Dennis Miles Campbell	Mclean, Va	Jul 14, 2025	32 y	3

Advisor movement

3 left, 0 joined in 12 months

net -3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount3 left over 36 months

Left, latest

Darren Louis Colananni to LPL Financial LLC
May 15, 2026 · RIA to affiliated broker-dealer or bank
Marc Andrew Aguilar to LPL Financial LLC
Apr 13, 2026 · RIA to affiliated broker-dealer or bank
Alex Vazquez to Cassaday & Company, Inc.
Mar 31, 2026 · RIA to RIA

Joined, latest

Dennis Miles Campbell from Metrics Money Management, LLC
Jul 14, 2025 · Other
Alex Vazquez from Mariner
May 16, 2025 · Affiliated broker-dealer or bank to independent RIA
Jacob Alan Gurock from Cerity Partners LLC
Jan 21, 2025 · RIA to RIA
Wendy Ann Payne from Spire Wealth Management, LLC
Aug 10, 2022 · Affiliated broker-dealer or bank to independent RIA
David Bogonovich from Spire Wealth Management, LLC
Jul 7, 2022 · Affiliated broker-dealer or bank to independent RIA
Marc Andrew Aguilar from Spire Wealth Management, LLC
Jun 1, 2022 · Affiliated broker-dealer or bank to independent RIA
Mark Coleman Mckaig from Spire Wealth Management, LLC
May 20, 2022 · Affiliated broker-dealer or bank to independent RIA
Darren Louis Colananni from Spire Wealth Management, LLC
May 20, 2022 · Affiliated broker-dealer or bank to independent RIA
Sterling Dwight Neblett from Spire Wealth Management, LLC
Apr 28, 2022 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 joined from Spire Wealth Management, LLC
May 20, 2022 · Mclean, Va

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Coleman Mark Mckaig · Partner / Elected Manager / Co-Presidentcontrol
since 11/2015 · owns 25% to 50%
Dwight Sterling Neblett · Founding Partner / Elected Manager / Co-Presidentcontrol
since 02/2015 · owns 25% to 50%
Ann Wendy Payne · Founding Partner / Elected Manager / Co-Presidentcontrol
since 02/2015 · owns 25% to 50%
Louis Darren Colananni · Partner
since 08/2023 · owns less than 5%
H Jill Grimes · Chief Compliance Officer
since 09/2023 · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Mclean, Va · principal	5	0	3

Offices

Schedule D 1.F, the 25 largest

, 1 employees

What changed

consecutive filings, newest first

Advisory employees · 6 to 5
Jun 4, 2026 to Sep 2, 2026
BD registered reps · 1 to 0
Jun 4, 2026 to Sep 2, 2026
Employees · 14 to 13
Jun 4, 2026 to Sep 2, 2026
Financial planning clients · 251-500 to 251-500
Jun 4, 2026 to Sep 2, 2026
State-registered IARs · 6 to 5
Jun 4, 2026 to Sep 2, 2026
Related adviser · false to unset
Jun 4, 2026 to Sep 2, 2026
Related bank · false to unset
Jun 4, 2026 to Sep 2, 2026
Related broker-dealer · false to unset
Jun 4, 2026 to Sep 2, 2026
Related insurance company · false to unset
Jun 4, 2026 to Sep 2, 2026
Succession · false to unset
Jun 4, 2026 to Sep 2, 2026
Advisory employees · 7 to 6
Apr 13, 2026 to May 22, 2026
BD registered reps · 0 to 1
Apr 13, 2026 to May 22, 2026
Employees · 13 to 14
Apr 13, 2026 to May 22, 2026
State-registered IARs · 7 to 6
Apr 13, 2026 to May 22, 2026
Employees · 14 to 13
Mar 31, 2026 to Apr 13, 2026
Advisory employees · 8 to 7
Jan 14, 2026 to Mar 31, 2026
Employees · 15 to 14
Jan 14, 2026 to Mar 31, 2026
State-registered IARs · 8 to 7
Jan 14, 2026 to Mar 31, 2026
Accounts · 1,611 to 1,604
Nov 7, 2025 to Jan 14, 2026
HNW clients · 188 to 180
Nov 7, 2025 to Jan 14, 2026
Individual clients · 344 to 248
Nov 7, 2025 to Jan 14, 2026
Assets in custody · $591M to $784M
Nov 7, 2025 to Jan 14, 2026
Discretionary RAUM · $692M to $731M
Nov 7, 2025 to Jan 14, 2026
HNW RAUM · $571M to $628M
Nov 7, 2025 to Jan 14, 2026
Individual RAUM · $139M to $125M
Nov 7, 2025 to Jan 14, 2026
Non-discretionary RAUM · $49.1M to $53.4M
Nov 7, 2025 to Jan 14, 2026
Pension RAUM · $30.4M to $30.8M
Nov 7, 2025 to Jan 14, 2026
RAUM · $741M to $784M
Nov 7, 2025 to Jan 14, 2026
Other offices · 1 to 2
Aug 5, 2025 to Nov 7, 2025
Accounts · 1,655 to 1,611
May 27, 2025 to Aug 5, 2025
Advisory employees · 7 to 8
May 27, 2025 to Aug 5, 2025
Charity clients · 1 to 0
May 27, 2025 to Aug 5, 2025
Corporate clients · 1 to 0
May 27, 2025 to Aug 5, 2025
HNW clients · 156 to 188
May 27, 2025 to Aug 5, 2025
Individual clients · 315 to 344
May 27, 2025 to Aug 5, 2025
Pension plan clients · 12 to 11
May 27, 2025 to Aug 5, 2025
Pooled vehicle clients · unset to 0.0
May 27, 2025 to Aug 5, 2025
Employees · 14 to 15
May 27, 2025 to Aug 5, 2025
State-registered IARs · 7 to 8
May 27, 2025 to Aug 5, 2025
Discretionary RAUM · $560M to $692M
May 27, 2025 to Aug 5, 2025

Signals

11 dated events

Darren Louis Colananni left Centurion Wealth Management for Lpl Financial Llc (registered 2026-05-15)
May 15, 2026 · Advisor changed firm · fact
Marc Andrew Aguilar left Centurion Wealth Management for Lpl Financial Llc (registered 2026-05-15)
Apr 13, 2026 · Advisor changed firm · fact
Alex Vazquez left Centurion Wealth Management for Cassaday & Company, Inc. (registered 2026-04-08)
Mar 31, 2026 · Advisor changed firm · fact
Centurion Wealth Management reported RAUM $741.2M, up 25% from $591.4M (2025-05-27 to 2025-08-05)
Aug 5, 2025 · RAUM change · derived
Ahmed Khan Feisal Malik (Chief Compliance Officer) no longer on Schedule A of Centurion Wealth Management (listed 2023-05-09, absent 2023-09-13)
Sep 13, 2023 · Control person left · inference
Lee Kris Sumner (Chief Compliance Officer) no longer on Schedule A of Centurion Wealth Management (listed 2023-04-25, absent 2023-05-08)
May 8, 2023 · Control person left · inference
Ahmed Khan Feisal Malik (Chief Compliance Officer) appeared on Schedule A of Centurion Wealth Management
May 8, 2023 · Control person joined · fact
Centurion Wealth Management reported RAUM $289.4M, up 167% from $108.2M (2022-05-20 to 2022-07-06)
Jul 6, 2022 · RAUM change · derived
Lee Kris Sumner (Chief Compliance Officer) appeared on Schedule A of Centurion Wealth Management
Jul 6, 2022 · Control person joined · fact
3 advisors left Spire Wealth Management, LLC (Mclean, VA) for Centurion Wealth Management within 12 days
May 20, 2022 · Team lift-out · derived
Centurion Wealth Management filed its initial SEC registration (Form ADV)
Dec 8, 2021 · 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 email: info@centurionwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 571-403-9414reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 571-765-1890reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/9351270reportedpublic record, Form ADV, Sep 17, 2026
Website: centurionwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 571-765-1890reportedpublic record, Form ADV, Sep 2, 2026
Contact form: centurionwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Team page: centurionwealth.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: $131Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026