SENTRY MANAGEMENT INC

CRD 107379File 801-38034

APPROVED

Retail clients

Disclosure events

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.44B

Top 25% of cohort (national)

Discretionary AUM

$334.8M

Non-discretionary $5.11B

Clients

88 accounts

Employees

Top 10% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Dec 3, 1990
Principal office: 5 EUREKA CIRCLE, SUITE E, WICHITA FALLS, TX, 76308-2900
Phone: 940-696-2100
Website: HTTP://WWW.SENTRYMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.44B
Discretionary AUM: $334.8M
Non-discretionary AUM: $5.11B
Discretionary accounts: 38
Non-discretionary accounts: 50
Total accounts: 88
AUM per client: $61.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$65.4M
Charitable organizations	Fewer than 5	$94.3M
High net worth individuals	34	$175.0M
Banking or thrift institutions	48	$5.09B
State or municipal government entities	Fewer than 5	$20.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — TRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES
A percentage of assets under your management

Advisory activities

Other
Publications
Securities recommendations
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

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 11

Q11
Q11D2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.