Centurion Counsel Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Centurion Counsel, Inc. offers a Strategic Asset Allocation wrap fee program that provides discretionary portfolio management and asset-allocation services to individuals and institutional clients, including trusts, pension and profit-sharing plans. The brochure describes the program as a comprehensive, discretionary asset-allocation service implemented on behalf of qualified clients.
The firm’s investment process is grounded in Modern Portfolio Theory and uses optimization software to analyze historical performance and correlations when designing individualized portfolios; Centurion reports managing about $57.4 million on a discretionary basis. Client accounts are custodied at Charles Schwab, the firm conducts quarterly reviews of allocations and performance, and it sets out formal proxy voting procedures in the brochure.
What the brochure highlights as distinctive is that Centurion both sponsors and acts as the sole portfolio manager for its wrap fee program, a central operating structure for the firm, and it discloses solicitor referral arrangements under which a portion of advisory fees is paid to referring solicitors. The brochure also documents recent material changes in management (identifying Jack K. Heilbron as sole principal and Chief Compliance Officer) and discloses principals’ outside roles with a REIT and related entities, matters the firm addresses in its code of ethics and conflicts disclosures.
Client services
Expertise
Fee options
$0 - $250,000: 0.60% $250,001 - $500,000: 0.55% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.40% $2,000,001+: 0.35%
Account minimum: $250,000
Main office
See office4995 Murphy Canyon Road, Suite 300
San Diego CA 92123
Advisors at this office
2
Offices (2)
Most active in
California · Pennsylvania · Texas
Also doing business as
Centurion Counsel Inc · Centurion Counsel,Inc.
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
Advisors at this firm
Larry D
Series 65
Speing, TX
Centurion Counsel Inc
Larry Dubose is a financial advisor at Centurion Counsel Inc with four years of industry experience. He holds a Series 65 license and has been with Centurion Counsel since 2022. In addition to his advisory role, he serves as a consultant for Presidio Property Trust in San Diego, CA. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program for individual and institutional clients, managing approximately $58.5 million across about 143 accounts. The firm uses Modern Portfolio Theory and optimization software to build diversified portfolios tailored to client risk and reward preferences, and acts as the portfolio manager for its own wrap-fee program.
Jack H
Series 63, Series 65
San Diego, CA
Centurion Counsel Inc
Jack Heilbron is a financial advisor at Centurion Counsel Inc in San Diego, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been associated with Centurion Counsel Inc since 1984 and is also President of Puppy Toes, Inc., a holding company unrelated to investment activities. Centurion Counsel Inc offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients, managing approximately $58.5 million across 143 accounts. The firm employs Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives and manages accounts on a discretionary basis.
Mary L
Series 63
San Diego, CA
Centurion Counsel Inc
Mary Limoges is a financial advisor with Centurion Counsel Inc in San Diego, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at Osaic Wealth, Inc. for 23 years before joining Centurion Counsel. Outside of her advisory role, she serves as Secretary of Puppy Toes, Inc., a non-investment-related corporation. Centurion Counsel offers a discretionary Strategic Asset Allocation wrap-fee program serving individual and institutional clients. The firm manages approximately $58.5 million across about 143 accounts, using Modern Portfolio Theory and optimization software to construct diversified portfolios tailored to client risk and reward objectives.
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