SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Centura Wealth Advisory
San Diego, CA
CCG Wealth Management, LLC, CRD 296985
Firm filing updated June 2, 2026 ·
- $1.2BAssets
- 19Advisory staff
- 2,558Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals363
- High net worth individuals211
- Corporations or other businesses9
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 363 | $128.6 million |
| High net worth individuals | 211 | $1.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $364,473 |
| Corporations or other businesses not listed above | 9 | $14.1 million |
| Other: "TRUST/ESTATES" | 5 | $15.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts2,558
- Discretionary$1.2 billion · 2,556 accounts
- Non-discretionary$3,811 · 2 accounts
People
- Employees64
- Advisory staff19
- Broker-dealer reps0
- Licensed insurance agents13
- Planning clients11 to 25
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: CCG Wealth Management, LLC SEC-registered investment advisor. CRD 296985, SEC file 801-113284.
- Registered with the SEC as an investment advisor (status date on record: May 23, 2018).
Is Centura Wealth Advisory a fiduciary?
Short answer: Centura Wealth Advisory is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
13 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.