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| Keyboard |
| Sentry Advisors LLC
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|
|---|---|
| CRD # | 174042 |
| SEC # | 801-80730 |
| CIK # | |
| AUM | 2,409.0 M (2026-03-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-229-9070 |
| Address | 100 Pine Street San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 0.0 |
| (b) Individuals (high net worth individuals) | 121 | 2.3 |
| (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 | 35 | 0.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 629 | 2.4 |
| By Discretionary | ||
| Discretionary | 169 | 0.2 |
| Non-Discretionary | 460 | 2.2 |
| Total | 629 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 629 | 2.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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2,422.3 M | |
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|
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TX | 2,411.4 M |
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MA | 2,410.6 M |
|
Sandhill Capital Partners LLC
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NY | 2,404.2 M |
|
Stonebridge Financial Group LLC
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|
MO | 2,398.2 M |
|
Fulton Breakefield Broenniman LLC
✚
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MD | 2,394.8 M |
|
Capital Investment Advisory Services LLC
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NC | 2,393.6 M |