WICHITA FALLS, TXCRD 107379Latest ADV March 18, 2026
Sentry Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wichita Falls, TX. Its latest Form ADV filing, dated March 18, 2026, reports $5.4B in regulatory assets under management, 5 employees, and 88 accounts.
Assets Under Management
$5.4B
Employees
5
Offices
--
Total Clients
88
Primary office
WICHITA FALLS, TX
5 EUREKA CIRCLE, SUITE E, WICHITA FALLS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentBanks represent 54.5% of total clients.
Top client categories% of clientsClients
1
Banks
54.5%
48
2
HNWI
38.6%
34
3
Charitable
2.3%
2
4
Government
2.3%
2
5
Corporations
2.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of March 18, 2026
Discretionary6.2%
$335M
6% of total RAUM6.2%
Non-discretionary93.8%
$5.1B
94% of total RAUM93.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.4B
Total Accounts88
10Y AUM Change$-956M (-14.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change-3 (-37.5%)
* 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.