Centara Capital Management Group, Inc. (San Diego)

Name: Centara Capital Management Group, Inc.
Address: 4747 Executive Drive, San Diego, CA, 92121
Telephone: 619-398-1700

Centara Capital Management Group, Inc. is an adviser based in San Diego. It manages $7.85 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Centara Capital Management Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Centara Capital Management Group: assets under management

The assets under management (AUM) of Centara Capital Management Group, Inc. is $7.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $981.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centara Capital Management Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Centara Capital Management Group, Inc.

Centara Capital Management Group, Inc. is owned by Eduardo Luis Lombardi. Seth Howard Schwartz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Derek Clifford Myron	Managing director	1 Apr 2001	50% - 75%	3125998
Eduardo Luis Lombardi	Principal/owner	1 Apr 2001	50% - 75%	4454073
Bruce Allan Cedar	Chief operating officer	1 Aug 2003	Other	2613276
Suzanne Linda Bond	Chief compliance officer	1 Sep 2005	Other	1265000
Inc. Centara Capital Group	Holding company	1 May 2006	75% - 100%	51-0422377
Mark Steven Dossa	Chief compliance officer	1 Aug 2007	Other	3079503
Seth Howard Schwartz	Chief compliance officer	1 Feb 2014	Other	2366063

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eduardo Luis Lombardi	Shareholder/owner	1 Jan 2006	50% - 75%	4454073
Derek Clifford Myron	Shareholder/owner	1 Jan 2006	50% - 75%	3125998
Jeffrey Tyler Nash	Shareholder/managing director	1 Nov 2010	25% - 50%	5661917

Based in San Diego

The principal office where Centara Capital Management Group, Inc. performs its advisory services is located at 4747 Executive Drive, San Diego, CA 92121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-398-1700 or by fax 619-398-1717. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.centaracapital.com.