# Sentara Capital

> Sentara Capital is an SEC-registered investment advisory firm in Marietta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 161132
- Filed as: SENTARA CAPITAL
- Legal name: Sentara Capital LLC
- Also doing business as: SENTARA FINANCIAL PLANNING, SENTARA INVESTORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161132
- AdvisorCensus page: https://advisorcensus.com/firm/sentara-capital-marietta-ga-161132

## Quick answers

**How is Sentara Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Sentara Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sentara Capital charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Hourly rate: $150 an hour (financial planning services for “stand-alone” engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sentara Capital located?**
Sentara Capital's principal office is in Marietta, GA, according to its Form ADV.

**Is Sentara Capital registered with the SEC or a state?**
Sentara Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 161132.

**How much does Sentara Capital manage?**
Sentara Capital reports $119,566,470 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Sentara Capital's assets and staff changed since 2021?**
In the Form ADV data for Sentara Capital: Regulatory assets under management: $113,596,215 in the October 2021 data and $119,566,470 in the October 2026 data, up 5%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sentara Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (39).

**Which custodians does Sentara Capital use?**
Sentara Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sentara Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161132

**Does Sentara Capital state an account minimum?**
Its Form ADV Part 2A brochure dated February 5, 2026 says: "We do not require minimum income levels, minimum level of assets or other conditions for our services."

**What changed in Sentara Capital's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $102,775,422 to $119,566,470 (+16%). Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: None

> We do not require minimum income levels, minimum level of assets or other conditions for our services.

- Hourly rate: $150 an hour (financial planning services for “stand-alone” engagements)

> The rate is $150 per hour that will be billed in 15-minute (quarter-hour) increments.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,566,470
- Discretionary: $119,566,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $44,414,222 |
| High net worth individuals | 39 | $75,064,135 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $88,113 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA, NC, NE, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sentaracapital.com
- Facebook facebook.com
- LinkedIn @SENTARA-CAPITAL-LLC
- LinkedIn @jonathan-brummel
- LinkedIn @willallen1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $113,596,215 | 4 | March 31, 2021 |
| October 2022 | $116,399,753 | 4 | March 10, 2022 |
| October 2023 | $103,011,826 | 3 | March 15, 2023 |
| October 2024 | $131,659,879 | 3 | July 3, 2024 |
| October 2025 | $102,775,422 | 2 | January 22, 2025 |
| October 2026 | $119,566,470 | 3 | February 5, 2026 |

Regulatory assets under management: $113,596,215 in the October 2021 data and $119,566,470 in the October 2026 data, up 5%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $102,775,422 to $119,566,470 (+16%).
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentara Capital (CRD 161132): Form ADV filing data as of October 2026.