SAN FRANCISCO, CACRD 174042Latest ADV March 5, 2026
Sentry Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 5, 2026, reports $2.4B in regulatory assets under management, 4 employees, 1 office, and 629 accounts.
Assets Under Management
$2.4B
Employees
4
Offices
1 office
Total Clients
183
Primary office
SAN FRANCISCO, CA
100 PINE STREET, SUITE 1250, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 66.1% of total clients.
Top client categories% of clientsClients
1
HNWI
66.1%
121
2
Charitable
19.1%
35
3
Individuals
14.8%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 5, 2026
Discretionary10.0%
$242M
10% of total RAUM10.0%
Non-discretionary90.0%
$2.2B
90% of total RAUM90.0%
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$2.4B
Total Accounts629
10Y AUM Change+$1.6B (+198.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
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.