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SENTRY MANAGEMENT INC
CRD 107379File 801-38034
APPROVED
Retail clients
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.44B
Top 25% of cohort (national)
Discretionary AUM
$334.8M
Non-discretionary $5.11B
Clients
88
88 accounts
Employees
5
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 92 | 88 | decreased by4 |
| Apr 1, 2026 | AUM | $7,813,115,610 | $5,440,124,412 | decreased by$2,372,991,198 |
| Apr 1, 2026 | Accounts | 90 | 88 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 108 | 92 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,726,116,364 | $7,813,115,610 | decreased by$1,913,000,754 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 116 | 90 | decreased by26 |
| Apr 1, 2022 | Clients | 107 | 108 | increased by1 |
| Apr 1, 2022 | AUM | $5,951,888,884 | $9,726,116,364 | increased by$3,774,227,480 |
| Apr 1, 2022 | Accounts | 113 | 116 | increased by3 |
| 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 MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENTRY MANAGEMENT” 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.