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SENTRY ADVISORS, LLC
CRD 174042File 801-80730
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.41B
Top 25% of cohort (national)
Discretionary AUM
$241.8M
Non-discretionary $2.17B
Clients
183
629 accounts
Employees
4
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 6, 2015
- Principal office
- 100 PINE STREET, SUITE 1250, SAN FRANCISCO, CA, 94111
- Phone
- 415-229-9070
- Website
- HTTP://SENTRYADV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.41B
- Discretionary AUM
- $241.8M
- Non-discretionary AUM
- $2.17B
- Discretionary accounts
- 169
- Non-discretionary accounts
- 460
- Total accounts
- 629
- AUM per client
- $13.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 35 | $90.3M |
| High net worth individuals | 121 | $2.31B |
| Individuals (other than high net worth individuals) | 27 | $6.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- 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 |
|---|---|---|---|
| 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.