# Sentry Investment Management, L.L.C.

> Sentry Investment Management, L.L.C. is an SEC-registered investment advisory firm in Stevens Point, WI, registered since 1971, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 105176
- Filed as: SENTRY INVESTMENT MANAGEMENT, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stevens Point, WI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105176
- AdvisorCensus page: https://advisorcensus.com/firm/sentry-investment-management-l-l-c-stevens-point-wi-105176

## Quick answers

**How is Sentry Investment Management, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Sentry Investment Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sentry Investment Management, L.L.C. located?**
Sentry Investment Management, L.L.C.'s principal office is in Stevens Point, WI, according to its Form ADV.

**Is Sentry Investment Management, L.L.C. registered with the SEC or a state?**
Sentry Investment Management, L.L.C. is an SEC-registered investment advisory firm, registered since 1971. Status as filed: Approved. CRD 105176.

**How much does Sentry Investment Management, L.L.C. manage?**
Sentry Investment Management, L.L.C. reports $1,434,035,455 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Sentry Investment Management, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Sentry Investment Management, L.L.C.: Regulatory assets under management: $15,240,609,833 in the October 2021 data and $1,434,035,455 in the October 2026 data, down 91%. Total employees: 14 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sentry Investment Management, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: other (2).

**Which custodians does Sentry Investment Management, L.L.C. use?**
Sentry Investment Management, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists North Trust Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Sentry Investment Management, L.L.C. 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/105176

**What changed in Sentry Investment Management, L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- North Trust Corporation

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: $1,434,035,455
- Discretionary: $1,434,035,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 2 | $1,434,035,455 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1971 (54 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,240,609,833 | 14 | March 19, 2021 |
| October 2022 | $1,727,054,855 | 10 | August 25, 2022 |
| October 2023 | $1,325,529,165 | 10 | July 10, 2023 |
| October 2024 | $1,434,958,578 | 11 | March 26, 2024 |
| October 2025 | $1,402,994,655 | 11 | March 28, 2025 |
| October 2026 | $1,434,035,455 | 10 | March 26, 2026 |

Regulatory assets under management: $15,240,609,833 in the October 2021 data and $1,434,035,455 in the October 2026 data, down 91%.
Total employees: 14 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentry Investment Management, L.L.C. (CRD 105176): Form ADV filing data as of October 2026.