Sentry Advisors, LLC
San Francisco, CA·SEC-registered · CRD #174042
Sentry Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $2.4B across 1.1k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
1.1k
Advisory staff
4
Fee model
Fee-only
How Sentry Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sentry Advisors, LLC
How much does Sentry Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/05/2026), Sentry Advisors, LLC reports $2.4B in regulatory assets under management across roughly 1.1k client accounts.
How does Sentry Advisors, LLC charge?
Sentry Advisors, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sentry Advisors, LLC a fiduciary?
Yes. Sentry Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #174042), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sentry Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sentry Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sentry Advisors, LLC's public SEC Form ADV filing (CRD #174042, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sentry Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sentry Advisors, LLC? Claim this profile.