Roby
Kotcamp

Centura Wealth Advisory

CRD#5991359
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Roby Kotcamp is a financial advisor based in Scottsdale, Arizona, working with Centura Wealth Advisory. Roby has previously held positions at Ronald Blue & Co, Kgms Capital LLC, and Ccg Wealth Management LLC. Roby is registered to provide services in Arizona and Texas. Currently, Roby is part of Centura Wealth Advisory, which operates out of Scottsdale, Arizona. The firm has 4 offices and 39 employees. The firm manages assets totaling $643.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Centura Wealth Advisory includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6424 E Greenway Pkwy Suite 100
Scottsdale, AZ 85254

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Centura Wealth Advisory Brokerage Details

Total Assets Under Management

$642,975,493

AZ Average: $7,578,581,321
Total Number of Employees

39

AZ Average: 43
Total Number of Accounts

1,425

AZ Average: 3,727
Average Account Size

$451,211

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Roby Kotcamp Work History

2021 - Present (4 years)

Ccg Wealth Management LLC

2016 - Present (9 years)

Kgms Capital LLC

2011 - 2016 (5 years)

Ronald Blue & Co

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Roby Kotcamp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centura Wealth Advisory

Zoe Singh
San Diego, CA
Michael Tsoukatos
San Diego, CA
Cody Nigh
San Diego, CA
Tigran Muradyan
Denver, CO
Peter Staab
San Diego, CA
Joshua Nunn
San Diego, CA
Christopher Osmond
San Diego, CA
Sean Clark
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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