McLean, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Centurion Wealth Management
Team
Firm-wide stats for Centurion Wealth Management
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.
Based on Centurion Wealth Management
Expertise
Based on Centurion Wealth Management
Location
7901 Jones Branch Drive, Suite 230
McLean VA 22102
Advisors at this office
6
Advisors at this office
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.
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.
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.
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.
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.
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.
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