{
  "crd_number": 296985,
  "slug": "centura-wealth-advisory-san-diego-ca-296985",
  "primary_business_name": "CENTURA WEALTH ADVISORY",
  "legal_name": "CCG WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-23",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 1195740335.0,
  "raum_discretionary": 1195736524.0,
  "raum_non_discretionary": 3811.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 64,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 15278767.0,
      "count": 5,
      "description": "TRUST/ESTATES"
    },
    "individuals": {
      "raum": 128593163.0,
      "count": 363
    },
    "pension_profit_sharing": {
      "raum": 364473.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1037390352.0,
      "count": 211
    },
    "corporations_other_businesses": {
      "raum": 14113580.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "IL",
    "MN",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://centurawealth.com",
    "https://facebook.com/centurawealth",
    "https://instagram.com/centurawealth",
    "https://learn.centurawealth.com",
    "https://linkedin.com/company/centura-wealth-advisory",
    "https://livelifeliberated.blubrry.net",
    "https://twitter.com/CenturaWealth",
    "https://youtube.com/channel/UChE4zwx-G0wmXTdEhtTNyCQ?view_as=subscriber"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296985",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985",
  "display_name": "Centura Wealth Advisory",
  "summary": "Centura Wealth Advisory is an SEC-registered investment advisory firm in San Diego, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Centura Wealth Advisory (CRD 296985): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Centura Wealth Advisory compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Centura Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Centura Wealth Advisory charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $250,000 (additional support and services; financial planning and/or consulting…); Hourly rate: $170 to $1,170 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Centura Wealth Advisory located?",
      "a": "Centura Wealth Advisory's principal office is in San Diego, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Centura Wealth Advisory registered with the SEC or a state?",
      "a": "Centura Wealth Advisory is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296985."
    },
    {
      "q": "How much does Centura Wealth Advisory manage?",
      "a": "Centura Wealth Advisory reports $1,195,740,335 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Centura Wealth Advisory's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Centura Wealth Advisory: Regulatory assets under management: $338,218,185 in the October 2021 data and $1,195,740,335 in the October 2026 data, up 254%. Total employees: 19 in October 2021 and 64 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Centura Wealth Advisory serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (363); high net worth individuals (211); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Centura Wealth Advisory use?",
      "a": "Centura Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Centura Wealth Advisory report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296985"
    },
    {
      "q": "Does Centura Wealth Advisory state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"As a condition for starting and maintaining an investment management relationship, Centura imposes a minimum portfolio value of $2,000,000.\""
    },
    {
      "q": "What changed in Centura Wealth Advisory's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in OH, TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 338218185.0,
      "total_employees": 19,
      "filing_date": "2021-09-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 572803176.0,
      "total_employees": 21,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 665248588.0,
      "total_employees": 34,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 642975493.0,
      "total_employees": 39,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 769086884.0,
      "total_employees": 47,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1195740335.0,
      "total_employees": 64,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in OH, TN."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 19.",
        "Regulatory assets under management went from $769,086,884 to $1,195,740,335 (+55%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in PR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $250,000 (additional support and services; financial planning and/or consulting…)",
      "Hourly rate: $170 to $1,170 an hour (financial planning and/or consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management relationship, Centura imposes a minimum portfolio value of $2,000,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250,000 (additional support and services; financial planning and/or consulting…)"
        ],
        "quotes": [
          "These fees vary but range up to $250,000 on a fixed fee basis and/or from $170 to $1,170 on an hourly basis, depending upon the scope and complexity of the services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $170 to $1,170 an hour (financial planning and/or consulting services)"
        ],
        "quotes": [
          "These fees vary but range up to $250,000 on a fixed fee basis and/or from $170 to $1,170 on an hourly basis, depending upon the scope and complexity of the services"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 250000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "additional support and services; financial planning and/or consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 170.0,
          "max": 1170.0,
          "period": "hour",
          "service": "financial planning and/or consulting services"
        }
      ]
    },
    "quotes": [
      "As a condition for starting and maintaining an investment management relationship, Centura imposes a minimum portfolio value of $2,000,000.",
      "These fees vary but range up to $250,000 on a fixed fee basis and/or from $170 to $1,170 on an hourly basis, depending upon the scope and complexity of the services",
      "These fees vary but range up to $250,000 on a fixed fee basis and/or from $170 to $1,170 on an hourly basis, depending upon the scope and complexity of the services"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 363,
      "fewer_than_5": false,
      "raum": 128593163.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 211,
      "fewer_than_5": false,
      "raum": 1037390352.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 364473.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 14113580.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 15278767.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296985",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}