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SENTARA CAPITAL
Legal name: SENTARA CAPITAL LLC
CRD 161132File 801-119758
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$119.6M
Bottom 25% of cohort (national)
Discretionary AUM
$119.6M
Clients
169
493 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 9, 2020
- Principal office
- 3225 SHALLOWFORD ROAD NE, SUITE 900, MARIETTA, GA, 30062
- Phone
- (770) 509-5305
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.6M
- Discretionary AUM
- $119.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 493
- Non-discretionary accounts
- 0
- Total accounts
- 493
- AUM per client
- $707K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $88K |
| High net worth individuals | 39 | $75.1M |
| Individuals (other than high net worth individuals) | 130 | $44.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 2 | 3 | increased by1 |
| Mar 1, 2026 | Clients | 145 | 169 | increased by24 |
| Mar 1, 2026 | AUM | $102,775,422 | $119,566,470 | increased by$16,791,048 |
| Mar 1, 2026 | Accounts | 442 | 493 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 225 | 145 | decreased by80 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $116,399,753 | $102,775,422 | decreased by$13,624,331 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 587 | 442 | decreased by145 |
| Apr 1, 2022 | Clients | 216 | 225 | increased by9 |
| Apr 1, 2022 | AUM | $113,596,215 | $116,399,753 | increased by$2,803,538 |
| Apr 1, 2022 | Accounts | 561 | 587 | increased by26 |
| 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 “SENTARA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENTARA CAPITAL” 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.