|
⚲
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| Sentara Capital LLC
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|
|
|---|---|
| CRD # | 161132 |
| SEC # | 801-119758 |
| CIK # | |
| AUM | $119.6 M (2026-02-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 770-509-5305 |
| Address | 3225 Shallowford Road NE Marietta, GA 30062 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 44.4 |
| (b) Individuals (high net worth individuals) | 39 | 75.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 119.6 |
| By Discretionary | ||
| Discretionary | 493 | 119.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 119.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.6 | |
| Total | 493 | 119.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
Pathfinder Wealth Management Inc
✚
|
IL | 0.1 |
|
Boulevard Wealth Management Inc
✚
|
MN | 0.1 |
|
CSP Financial Group LLC
✚
|
AZ | 0.1 |
|
Compass Capital Management LLC
✚
|
OK | 0.1 |
|
Redeem Financial Group LLC
✚
|
AZ | 0.1 |
|
Hudson Financial Services Inc
✚
|
CA | 0.1 |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 0.1 |
|
Vanderpol Investments LLC
✚
|
MI | 0.1 |
|
South Shore Investment Services LLC
✚
|
MA | 0.1 |