Sentry, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 25, 2026, reports $2.3B in regulatory assets under management, 4 employees, 1 office, and 251 accounts.
Assets Under Management
$2.3B
Employees
4
Offices
1 office
Total Clients
74
Primary office
MEMPHIS, TN
6070 POPLAR AVENUE, SUITE 700, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.9% of total clients.
Top client categories% of clientsClients
1
HNWI
68.9%
51
2
Individuals
24.3%
18
3
Corporations
6.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 25, 2026
Discretionary25.7%
$600M
26% of total RAUM25.7%
Non-discretionary74.3%
$1.7B
74% of total RAUM74.3%
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.
Total AUM$2.3B
Total Accounts251
10Y AUM Change+$894M (+62.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change-1 (-20.0%)
* 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.