Centurion Advisory Group, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations and small businesses, providing financial planning, investment management (on a discretionary or non‑discretionary basis), retirement plan consulting, and project-based general consulting. It offers comprehensive planning that can include estate, tax, insurance, cash‑flow and investment portfolio design as part of an ongoing advisory relationship.
Centurion’s investment approach emphasizes long‑term wealth building using a mix of open‑end mutual funds, ETFs and individual securities, employing both fundamental and technical analysis and assigning clients to internal model portfolios based on risk tolerance, cash flow and investment history. The firm participates in an institutional custody program and routinely directs clients to that custodian, and it aggregates trades when appropriate to execute block orders across managed accounts.
Unlike many peers, the firm’s brochure discloses a prior disciplinary matter involving a firm principal that resulted in sanctions and a suspension, and it notes that the firm claims custody in certain circumstances (including a supervised person acting as trustee) and is subject to a surprise audit requirement. The firm is a small advisory team managing roughly $78 million for about 90 clients and has recently added paraplanning support, which informs its combination of individualized planning and model‑based portfolio implementation.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees charged monthly in advance as a fixed retainer fee
Account minimum: $500,000 Minimum fee: Minimum annual fixed fee of $1,000 for financial planning services
Main office
1325 Satellite Boulevard, Building 300, Suite 302
Suwanee GA 30024
Advisors at this office
2
Most active in
Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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