Firm profile

SENTARA CAPITAL

MARIETTA, GACRD 161132Latest ADV February 5, 2026

Sentara Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated February 5, 2026, reports $120M in regulatory assets under management, 3 employees, and 493 accounts.

Assets Under Management
$120M
Employees
3
Offices
--
Total Clients
169
Primary office
MARIETTA, GA
3225 SHALLOWFORD ROAD NE, SUITE 900, MARIETTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKrista A. Brooks

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
130
2
HNWI
23.1%
39
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of February 5, 2026
Discretionary100.0%
$120M
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$120M
Total Accounts493
10Y AUM Change+$18M (+18.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee56:1
10Y Employee Change0 (0.0%)

* 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.