Roby W. Kotcamp

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CRD#: 5991359

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roby Wayne Kotcamp, CFP® was a registered financial professional .

Roby is a previously registered financial professional and started their career in finance in 2011. Roby had worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KGMS Capital LLC; Managing Member & Chief Compliance Officer; investment related; 11/2016; Gilbert, Arizona; greater than 10% of time during trading hours. Senior Wealth Advisor; Centura Wealth Advisory LLC; Investment Related: Yes; Location: 3570 Carmel Mountain Rd, Suite 220, San Diego, CA 92130; Description of the business: Registered Investment Advisor; Responsibilities Duties: Assisting clients with the development of long-term financial goals, the creation of plans to realize those financial goals, the implementation of those goals, and the monitoring and adjustment of plans as facts and circumstances change.; Start date with business: 2021-09-13; Hours devoted to business during trading hours: 70; Hours devoted to business outside trading hours: 45; Percentage of total yearly compensation expected to be derived from the business: 50; Roby Kotcamp; Insurance; Not Investment Related; 6424 E Greenway Pkwy, Suite 100 Scottsdale, AZ, USA, 85254; Life, Disability, Long Term Care Ins.; Licensed Insurance Agent; 10/2021; 10 hours during trading hours per month;

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

September 10, 2021 - September 3, 2024

CENTURA WEALTH ADVISORY

RIA

CRD#: 296985

Scottsdale, AZ

Past

January 1, 2017 - June 29, 2022

KGMS CAPITAL LLC

RIA

CRD#: 285680

SCOTTSDALE, AZ

Past

November 29, 2011 - October 31, 2016

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

TEMPE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

Red Flags

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Roby W. Kotcamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CENTURA WEALTH ADVISORY

KGMS CAPITAL LLC

RONALD BLUE & CO., LLC

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Current Firm

CENTURA WEALTH ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURA WEALTH ADVISORY

TRUST BUT VERIFY

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