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Centurion Wealth Management

Updated today

Client AUM

$758,981,256

Clients

405

Advisors

6

across 2 offices

About

Centurion Wealth Management advises high‑net‑worth and individual investors as well as retirement plans and corporate entities, providing discretionary portfolio management, financial planning, and retirement‑plan consulting. The firm also serves as a sub‑adviser to special purpose vehicles (SPVs) and presents private investment opportunities to eligible clients.

The firm emphasizes diversified, asset‑allocation driven portfolios overseen by an investment committee that meets monthly, with Wealth Managers conducting annual client reviews and ongoing monitoring. For eligible clients, Centurion sources and conducts due diligence on private investments and SPVs, typically presenting those opportunities on a non‑discretionary basis and in some cases receiving performance‑based compensation such as carried interest.

Notable operational features disclosed in the brochure include written referral agreements with three promoters who provide client leads for which the firm pays referral fees, and the provision of participant education and similar seminars as part of its retirement‑plan services. Centurion also offers ancillary services such as tax preparation and discloses potential conflicts related to receiving or sharing carried interest and employees’ co‑investment in private opportunities, along with policies intended to address those conflicts.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops
Insurance, retirement & estate planning, divorce planning

Expertise

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Typically ranges from $3,500 to $7,500 for financial planning

Percentage

$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%

Project-based

$175 to $450 per hour depending on complexity

Performance-based

Performance-based compensation (carried interest) for certain private investments and SPVs, calculated per governing documents

Other

Account minimum: $1,000,000

Main office

See office

7901 Jones Branch Drive, Suite 230

McLean VA 22102

Advisors at this office

6

Most active in

Alaska · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · West Virginia

Also doing business as

Centurion Wealth Management · Centurion Wealth Management, LLC · Northeast Money Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric S

CFP®, Series 66

McLean, VA

Centurion Wealth Management

Eric Schaefer is a CFP® and holds a Series 66 license, with 15 years of industry experience. He currently works at Centurion Wealth Management and previously served at Evermay Wealth Management, Savant Wealth Management, and Edelman Financial Services. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation driven portfolios overseen by an investment committee and provides private investment opportunities to eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Mark M

Series 66

McLean, VA

Centurion Wealth Management

Mark Mckaig is a financial advisor at Centurion Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has worked at Centurion Wealth Management since 2022, following seven years at Spire Investment Partners. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a diversified, asset-allocation driven investment approach overseen by a monthly investment committee and provides access to private investment opportunities for eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Sterling N

CFP®, Series 63, Series 66

McLean, VA

Centurion Wealth Management

Sterling Neblett is a CFP® with 21 years of industry experience, currently serving at Centurion Wealth Management since 2022. He previously worked at Spire Investment Partners from 2015 to 2022. Outside of his advisory work, Neblett is president of the Neblett Pancreatic Cancer Foundation and Hart Cellars, LLC, and participates in venture capital investing through OKEANOS Venture Capital Group and Gaingels Angel Investors. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Dennis C

Series 63, Series 65

McLean, VA

Centurion Wealth Management

Dennis Campbell is a financial advisor with Centurion Wealth Management in McLean, VA. He holds Series 63 and Series 65 credentials and has 25 years of industry experience, including 16 years at Metrics Money Management prior to joining Centurion in 2025. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate clients by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation driven portfolios managed by an investment committee, with additional services including private investment opportunities and participant education.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

David B

Dorset, VT

Centurion Wealth Management

David Bogonovich is a financial advisor at Centurion Wealth Management with 27 years of industry experience. He has worked at Centurion Wealth Management since 2022 and previously spent five years at Spire Wealth Management and ten years at Atlas Private Wealth. Centurion Wealth Management serves high-net-worth individuals, retirement plans, and corporate entities by providing discretionary portfolio management, financial planning, and retirement-plan consulting, with an emphasis on diversified, asset-allocation driven portfolios overseen by an investment committee. The firm also offers private investment opportunities and serves as a sub-adviser to special purpose vehicles for eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Wendy P

Series 63, Series 65

McLean, VA

Centurion Wealth Management

Wendy Payne is a financial advisor with Centurion Wealth Management in McLean, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with SPIRE Securities, LLC since 2015 and is the founder and CEO of Life Stage Transitions, LLC, which provides education and consulting for newly independent individuals and couples. Centurion Wealth Management serves high-net-worth and individual investors, retirement plans, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm focuses on diversified, asset-allocation driven portfolios overseen by an investment committee and offers private investment opportunities to eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jacob G

CFP®, Series 66

McLean, VA

Centurion Wealth Management

Jacob Gurock is a CFP® and Series 66-licensed advisor with seven years of industry experience. He is currently with Centurion Wealth Management and has previously worked at Cerity Partners, AWM Capital, and The Vanguard Group. Jacob serves on the Texas Tech Personal Financial Planning Alumni Board and the Texas Tech Center for Collegiate Recovery Communities Advisory Board, and he is a National Ambassador for Shatterproof, a nonprofit focused on addiction recovery. Centurion Wealth Management advises high-net-worth individuals, retirement plans, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversified, asset-allocation portfolio construction overseen by an investment committee and provides private investment opportunities to eligible clients.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
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