Sentry, LLC
● SEC registered since 2009CRD 150593SEC# 801-70290Memphis, TN
Reg. AUM
$2.33B
Employees
4
Accounts
251
Location
Memphis, TN
About Sentry
Sentry LLC provides investment advisory and fiduciary consulting services, acting as a family office for select families as well as endowments, foundations, and individual retirement plans. It emphasizes personal service and product customization.
Summary based on the firm’s website.
Sentry, LLC assets under management
Sentry, LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 2009. It reports $2.3 billion in regulatory assets under management and employs 4 people.
Sentry, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jam Partners, LLC Control | Member | 10-25% | 2017 |
| Joseph McCaughan Morrison Control | Chief Compliance Officer/Managing Member | Over 75% | 2009 |
Frequently asked questions
How much does Sentry, LLC manage?
Sentry, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Sentry, LLC have?
Sentry, LLC reports 4 employees.
Where is Sentry, LLC located?
Sentry, LLC is based in Memphis, TN and has been SEC-registered since 2009.
Does Sentry, LLC disclose fund performance?
Sentry, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6070 Poplar Avenue, Suite 700, Memphis, TN 38119 |
| Phone | 901-820-0515 |
| Fax | 901-820-0517 |
| Office hours | 8:30a.m.-4:00p.m. Central |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2004474 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.33B▼ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$2.33Bregulatory AUM
Discretionary $599.8MNon-discretionary $1.73B