Wealth manager, independent · SAN Diego, CA
Centura Wealth Advisory
CCG Wealth Management, LLC · SEC-registered investment adviser · CRD 296985 · SEC 801-113284
At a glance
Centura Wealth Advisory is an SEC-registered investment adviser based in SAN Diego, California, with $1.2B in regulatory assets under management as of its Form ADV filed September 29, 2026. It reports 574 individual clients, 211 of them high-net-worth, holding an average of about $2.0 million each, and 64 employees. That ranks it 916th among the nation’s 5,657 independent wealth management RIAs and 109th of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 858-771-9500centurawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #916 of 5,657
- Rank among all SEC RIAs
- #4,864 of 17,210
- Rank in California
- #109 of 714
- Individual clients
- 574
- High-net-worth clients
- 211
- Accounts
- 2,558
- Discretionary
- 100% of AUM
- Employees
- 64
- Advisory staff
- 19
- Offices
- 4
Owners and executives on its Form ADV
- Derek C. MyronManaging Director
- Kyle L. MalmstromOwner
- Christopher O. BarnesChief Operations Officer
- Jennifer C. KrakowerChief Compliance Officer
- Curtis W. CustardChief Investment Officer
- Andrew J. DaviesManaging Director
Custody and brokerage
Broker-dealer
No broker-dealer ties
Centura Wealth Advisory reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 211 | $1.0B | 87% |
| Individuals | 363 | $129M | 11% |
| Other | 5 | $15M | 1% |
| Corporations or other businesses | 9 | $14M | 1% |
| Pension and profit sharing plans | – | $0M | <1% |
Disciplinary disclosures
Centura Wealth Advisory reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗centurawealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 3,049 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Arlington Financial Advisors, LLCSanta Barbara | $1.2B | 595 |
| KWB WealthRedlands | $1.2B | 1,935 |
| Insight Wealth Strategies, LLCSAN Ramon | $1.2B | 584 |
| Moment Partners, LLCSAN Francisco | $1.2B | 412 |
| Cheviot Value Management, LLCBeverly Hills | $1.2B | 578 |
| L & S Advisors, IncLOS Angeles | $1.2B | 1,054 |
Background
Questions
How much does Centura Wealth Advisory manage?
Centura Wealth Advisory reports $1.2B in regulatory assets under management across 2,558 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 29, 2026.
How many clients does Centura Wealth Advisory have?
It reports 574 individual clients: 211 high-net-worth individuals and 363 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Centura Wealth Advisory headquartered?
Its main office is in SAN Diego, California. It reports 4 offices in total and 64 employees, 19 of whom perform investment advisory functions.
How does Centura Wealth Advisory charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Centura Wealth Advisory use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 29, 2026, it reports these amounts held: Charles Schwab ($811M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Centura Wealth Advisory a hybrid RIA with a broker-dealer?
Centura Wealth Advisory reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Centura Wealth Advisory a fiduciary?
As an SEC-registered investment adviser, Centura Wealth Advisory owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Centura Wealth Advisory’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →