Centura Wealth Advisory

Centura Wealth Advisory, a registered investment adviser established in May 2018, offers financial planning, consulting, and investment management services. The firm's total assets under management (RAUM) were $769,086,884 as of December 31, 2024, managed on a discretionary basis. Centura tailors its services to meet individual client needs, allocating assets among mutual funds, ETFs, alternative investments, and other securities. Clients have discretion over their accounts and can impose reasonable restrictions. Centura also provides retirement plan advisory services, acting as a fiduciary under ERISA. The firm charges fees based on assets under management, with financial planning fees ranging up to $250,000 and investment management fees up to 1.25% annually. Clients can make additions or withdrawals from their accounts, subject to Centura's right to terminate an account. The firm does not charge performance-based fees and requires a minimum portfolio value of $2,000,000. Centura's investment strategies include fundamental, technical, quantitative, and qualitative analysis, with a focus on risk management. The firm recommends certain clients engage in privately placed investments and structured products, emphasizing long-term investments. Centura has not been involved in any disciplinary events and does not accept custody of client accounts. The firm exercises investment discretion and does not vote client securities. Centura has not filed for bankruptcy in the past ten years. For more information, visit www.centurawealth.com.