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SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176File 801-7942
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.43B
Clients
0
2 accounts
Employees
10
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 14, 1971
- Principal office
- 1800 NORTH POINT DRIVE, STEVENS POINT, WI, 54481
- Phone
- 715-346-6000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2 | 0 | decreased by2 |
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | AUM | $1,402,994,655 | $1,434,035,455 | increased by$31,040,800 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,727,054,855 | $1,402,994,655 | decreased by$324,060,200 |
| Apr 1, 2022 | Employees | 14 | 10 | decreased by4 |
| Apr 1, 2022 | Clients | 29 | 2 | decreased by27 |
| Apr 1, 2022 | AUM | $15,240,609,833 | $1,727,054,855 | decreased by$13,513,554,978 |
| Apr 1, 2022 | Accounts | 29 | 2 | decreased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SENTRY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENTRY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.