Sentry Advisors
TL;DR
Formed in 2015, it provides portfolio management and financial planning to individuals, high-net-worth clients, trusts and businesses, with a four-person team named on its site.
$2.4 billion
Regulatory AUM
As of ADV filing 2026-03-05
629
Accounts / Clients
148 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
4
Team Size
employees, 4 advisory
11 yrs
Years Registered
First registered 2015
About Sentry Advisors
Formed in 2015, it provides portfolio management and financial planning to individuals, high-net-worth clients, trusts and businesses, with a four-person team named on its site.
Office: 100 Pine Street, Suite 1250, San Francisco, CA 94111.
Best for: Investors above $1M wanting a small boutique team and managed portfolios
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD174042
RegistrationSEC-registered
First registration2015
Regulatory AUM$2.4 billion
ADV filing date2026-03-05
Accounts629
Clients148 individual and high-net-worth clients
Employees4
Advisory employees4
Fee modelPercentage-of-assets or single wrap fee, 0.10% to 1.15%; some staff earn insurance commissions
Minimum$1,000,000 minimum investment, may be accepted lower (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 174042, as of ADV filing 2026-03-05, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 8 of 10
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