Centura Wealth Advisory

Overview

The legal entity identified in Form CRS is CCG Wealth Management, LLC, doing business as Centura Wealth Advisory.³ The firm’s SEC registration began in May 2018.² Its directory record lists San Diego as headquarters, three other offices, and 64 employees as of September 29, 2026.⁷ Centura says it is headquartered in San Diego and has an additional office in Murrieta, California.⁶

History

Centura’s regulatory registration began in May 2018.² Form ADV lists ownership by Derek Myron, Kyle Malmstrom, KGMS Capital, LLC, Christopher Osmond, and CCG WM Holding Company, LLC.² A 2026 recognition release says the firm operates under CCG Holding Company.⁶ The firm was included in USA Today’s Best Financial Advisory Firms 2026 list, published April 14, 2026.⁶

Timeline

1. 2018The firm’s SEC registration began in May 2018.
2. 2026Its directory record lists San Diego as headquarters, three other offices, and 64 employees as of September 29, 2026.

Leadership

Derek Myron, CFP®, is Managing Director. The firm says he has served high net worth individuals and families since 1998 and has held the CFP® designation since 2001.⁴ Zoe Rubendall, CFP®, is Wealth Advisor, Team Lead. She joined the firm in 2017 and earned the CFP® designation in 2021.⁴ Samantha Lawrence, CFP®, is Wealth Advisor, Team Lead. She joined as an intern in 2018 and earned the CFP® designation in 2022.⁴ Anna Ramsay, CFA, is Investment Analyst and became a CFA Charterholder in 2025.⁴

Services

Centura provides financial planning, consulting, and investment management.² Its financial planning and consulting work can include business planning, retirement planning, cash flow forecasting, risk management, trust and estate planning, charitable giving, financial reporting, distribution planning, investment consulting, tax planning, insurance planning, manager due diligence, and real estate planning.²

Portfolio management may be discretionary or non discretionary.² Allocations may include mutual funds, exchange traded funds, alternative investments, privately placed real estate, debt and equity securities, pooled vehicles, structured notes, options, and independent investment managers.² Advice may also address legacy positions, life insurance, annuities, private investments, employer sponsored retirement plans, and 529 plans.² The firm offers retirement plan advisory services.²

A 2026 recognition release describes tax planning, wealth management, business exit planning, concentrated wealth planning, and integrated investment, tax, estate, and legal planning.⁶ The release identifies ultra high net worth business owners, high income executives, and families as audiences for these services.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client focus

Form ADV lists individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities as client types.² The directory record lists 363 non high net worth individuals, 211 high net worth individuals, and 9 other clients as of September 29, 2026.⁷

Investment philosophy and approach

The firm describes a “Liberated Wealth® Process” for financial planning and investment advice.⁴ Its listed core values are Accountability, Excellence, Passion, Humility, Transparency, and Collaboration.⁵ The firm says its “North Star” framing is used in recruiting and employee descriptions.⁵

Assets and minimums

The directory record lists $1,195,740,335 in regulatory assets under management as of September 29, 2026.⁷ Form ADV reported $642,975,493 in discretionary regulatory assets under management and $110,684,231 in assets under advisement as of December 31, 2023, for approximately $753,659,724 in total assets.² The general investment management minimum portfolio value is $2 million, subject to discretionary exceptions.² Investment management fees may be up to 1.25% annually.² Financial planning and consulting fees may reach $250,000 fixed or range from $150 to $1,170 hourly, depending on scope and professional.² The firm states that it does not charge performance based fees.²

By the numbers

FAQs

Related resources

• LocationMultifamily offices in San Diego

  This directory offers a regional way to compare multifamily office options serving San Diego families and business owners. It can help a reader place Centura Wealth Advisory's investment management, planning, tax, estate, and insurance services alongside firms with different structures or specialties.

• Network siteEstatePlanner.com

  EstatePlanner.com provides plain language guides on wills, trusts, beneficiary designations, and related decisions. A family considering Centura Wealth Advisory can use these materials to frame questions about estate, tax, and philanthropic planning before discussing goals, ownership structures, or coordination with attorneys.

• GuideLife events that trigger a change

  Major changes such as a sale of a business, inheritance, marriage, divorce, retirement, or a death may call for a fresh financial review. This resource helps business owners and families identify when to revisit investment management, insurance, tax, estate, and retirement planning with an adviser.

• GuideFiduciary duty vs suitability

  This explanation contrasts fiduciary duty with the suitability standard used in some advisory and product settings. Readers can use it to ask how an adviser is required to act, how conflicts are addressed, and how recommendations relate to Centura's investment management, planning, and private investment services.

• Similar firmsConfluence Capital Advisors, LLC
  Andina Capital Management, LLC
  Arrowroot Family Office

  Profiles of Confluence Capital Advisors, LLC, Andina Capital Management, LLC, and Arrowroot Family Office provide additional points of comparison on MultifamilyOffices.com. Reviewing their stated services, locations, and client focus can help a San Diego family or business owner prepare more specific questions for Centura Wealth Advisory.

Sources

1. SEC IAPD, accessed October 23, 2026
2. Centura Form ADV Firm Brochure, accessed October 23, 2026
3. Form CRS, accessed October 23, 2026
4. Our Team, accessed October 23, 2026
5. Careers, accessed October 23, 2026
6. USA Today recognition release, accessed October 23, 2026
7. Directory record supplied by user, as of September 29, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.