STEVENS POINT, WICRD 105176Latest ADV March 26, 2026
Sentry Investment Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stevens Point, WI. Its latest Form ADV filing, dated March 26, 2026, reports $1.4B in regulatory assets under management, 10 employees, and 2 accounts.
Assets Under Management
$1.4B
Employees
10
Offices
--
Total Clients
<5
Primary office
STEVENS POINT, WI
1800 NORTH POINT DRIVE, STEVENS POINT, WI, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentSEPARATE ACCOUNTS represent 100.0% of total clients.
Top client categories% of clientsClients
1
SEPARATE ACCOUNTS
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 26, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts2
10Y AUM Change$-11.6B (-89.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee0:1
10Y Employee Change-5 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.