# Sentry Advisors, LLC

> Sentry Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 174042
- Filed as: SENTRY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174042
- AdvisorCensus page: https://advisorcensus.com/firm/sentry-advisors-llc-san-francisco-ca-174042

## Quick answers

**How is Sentry Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sentry Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Sentry Advisors, LLC located?**
Sentry Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sentry Advisors, LLC registered with the SEC or a state?**
Sentry Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174042.

**How much does Sentry Advisors, LLC manage?**
Sentry Advisors, LLC reports $2,409,025,524 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (10% discretionary).

**How have Sentry Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sentry Advisors, LLC: Regulatory assets under management: $2,512,407,581 in the October 2021 data and $2,409,025,524 in the October 2026 data, down 4%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sentry Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (121); charitable organizations (35); individuals (other than high net worth individuals) (27).

**Which custodians does Sentry Advisors, LLC use?**
Sentry Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sentry Advisors, LLC 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/174042

**Does Sentry Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "Registrant generally requires a minimum investment of $1,000,000, although Registrant may accept a lesser amount in its discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Registrant generally requires a minimum investment of $1,000,000, although Registrant may accept a lesser amount in its discretion.

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.
- Fidelity Brokerage Services LLC

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: $2,409,025,524
- Discretionary: $241,831,023
- Non-discretionary: $2,167,194,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $6,116,712 |
| High net worth individuals | 121 | $2,312,649,562 |
| Charitable organizations | 35 | $90,259,250 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, NY, TX, VA, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Issaquah, WA

### Websites listed on Form ADV (Item 1.I)
- sentryadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,512,407,581 | 4 | August 30, 2021 |
| October 2022 | $2,965,491,132 | 4 | March 21, 2022 |
| October 2023 | $2,008,160,700 | 4 | March 28, 2023 |
| October 2024 | $3,007,884,326 | 4 | March 13, 2024 |
| October 2025 | $2,465,680,477 | 4 | March 11, 2025 |
| October 2026 | $2,409,025,524 | 4 | March 5, 2026 |

Regulatory assets under management: $2,512,407,581 in the October 2021 data and $2,409,025,524 in the October 2026 data, down 4%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentry Advisors, LLC (CRD 174042): Form ADV filing data as of October 2026.