Sentry Advisors, LLC
● SEC registered since 2015CRD 174042SEC# 801-80730San Francisco, CA
Reg. AUM
$2.41B
Employees
4
Accounts
629
Location
San Francisco, CA
Sentry Advisors, LLC assets under management
Sentry Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2015. It reports $2.4 billion in regulatory assets under management and employs 4 people.
Sentry Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Hixon Flagg Control | Managing Member/ Principal | 50-75% | 2015 |
| Elizabeth A Ly Control | Chief Compliance Officer | Under 5% | 2018 |
| Gregory Sutton Powell Control | Managing Member/ Principal | 50-75% | 2015 |
Frequently asked questions
How much does Sentry Advisors, LLC manage?
Sentry Advisors, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Sentry Advisors, LLC have?
Sentry Advisors, LLC reports 4 employees.
Where is Sentry Advisors, LLC located?
Sentry Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2015.
Does Sentry Advisors, LLC disclose fund performance?
Sentry Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Pine Street, Suite 1250, San Francisco, CA 94111 |
| Phone | 415-229-9070 |
| Fax | 415-434-8043 |
| Office hours | 6:00 a.m. To 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.41B▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$2.41Bregulatory AUM
Discretionary $241.8MNon-discretionary $2.17B