Investment adviser · CRD 110083

CENTURION COUNSEL INC

Investment adviser filing (IA)

CENTURION COUNSEL,INC.

SAN DIEGO, CA, United States · Form ADV filed Apr 21, 2020

Regulatory AUM
$44.4M
Form ADV · Item 5.F
Client accounts
192
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals60$29,926,79967.4%
Individuals132$14,494,60232.6%
Filing source

Form ADV 1415302 · Apr 21, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CENTURION COUNSEL SHORT HORIZON FUND, LLCHedge Fund · Last reported Jun 13, 2012$247KGross asset value
Auditor SQUIRE & COMPANY, PC OREM, Utah, United States
Custodian JP MORGAN CLEARING CORPORATION BROOKLYN, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1310694641
Reported beneficial owners
7
Minimum commitment
$25K

Form ADV 652743 · Jun 13, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 21, 2020. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

4995 MURPHY CANYON ROAD, SUITE 300
SAN DIEGO, CA, 92123, United States

CRD 110083

Filing source

Form ADV 1415302 · Apr 21, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.