# Centura Wealth Advisory

> 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.

- CRD: 296985
- Filed as: CENTURA WEALTH ADVISORY
- Legal name: CCG Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296985
- AdvisorCensus page: https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985

## Quick answers

**How is Centura Wealth Advisory compensated?**
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).

**How much does Centura Wealth Advisory charge?**
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.

**Where is Centura Wealth Advisory located?**
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).

**Is Centura Wealth Advisory registered with the SEC or a state?**
Centura Wealth Advisory is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296985.

**How much does Centura Wealth Advisory manage?**
Centura Wealth Advisory reports $1,195,740,335 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Centura Wealth Advisory's assets and staff changed since 2021?**
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.

**What types of clients does Centura Wealth Advisory serve?**
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).

**Which custodians does Centura Wealth Advisory use?**
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.

**Does Centura Wealth Advisory report any disciplinary disclosures?**
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

**Does Centura Wealth Advisory state an account minimum?**
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."

**What changed in Centura Wealth Advisory's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in OH, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $2,000,000

> As a condition for starting and maintaining an investment management relationship, Centura imposes a minimum portfolio value of $2,000,000.

- Flat fee: $250,000 (additional support and services; financial planning and/or consulting…)

> 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

- Hourly rate: $170 to $1,170 an hour (financial planning and/or consulting 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,195,740,335
- Discretionary: $1,195,736,524
- Non-discretionary: $3,811

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 363 | $128,593,163 |
| High net worth individuals | 211 | $1,037,390,352 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $364,473 |
| Corporations or other businesses not listed above | 9 | $14,113,580 |
| Other | 5 | $15,278,767 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 64 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, IL, MN, NH, NJ, NV, NY, OH, OR, PA, PR, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Murrieta, CA

### Websites listed on Form ADV (Item 1.I)
- centurawealth.com
- learn.centurawealth.com
- livelifeliberated.blubrry.net
- Facebook @centurawealth
- Instagram @centurawealth
- LinkedIn @centura-wealth-advisory
- X @CenturaWealth
- YouTube @UChE4zwx-G0wmXTdEhtTNyCQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $338,218,185 | 19 | September 10, 2021 |
| October 2022 | $572,803,176 | 21 | May 6, 2022 |
| October 2023 | $665,248,588 | 34 | March 9, 2023 |
| October 2024 | $642,975,493 | 39 | July 1, 2024 |
| October 2025 | $769,086,884 | 47 | July 30, 2025 |
| October 2026 | $1,195,740,335 | 64 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in OH, TN.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

### February 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in PR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centura Wealth Advisory (CRD 296985): Form ADV filing data as of October 2026.