Cade Benjamin Buchanan
Investment adviser representative at Centura Wealth Advisory
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Centura Wealth AdvisoryJun 2026 to now
- Ccg Wealth Management LLCMay 2026 to now
- Key Investment Services LLCJun 2025 to Apr 2026
- Daimler Truck North AmericaJun 2024 to Sep 2024
- Daimler Truck North AmericaJun 2023 to Sep 2023
- Oregon State UniversitySep 2021 to Jun 2025
- Banks School DistrictSep 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Centura Wealth Advisory
Legal name: Ccg Wealth Management, LLC
$1.2BAssets managed
588Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8126269
- Firm CRD
- 296985