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Sentry Management Inc

● SEC registered since 1990CRD 107379SEC# 801-38034Wichita Falls, TX
Export (members)
Reg. AUM
$5.44B
Employees
5
Accounts
88
Location
Wichita Falls, TX

Sentry Management Inc assets under management

Sentry Management Inc is a registered investment adviser overseen by the SEC based in Wichita Falls, TX. The firm has been registered since 1990. It reports $5.4 billion in regulatory assets under management and employs 5 people.

Sentry Management Inc owners & executives

4 reported
NameTitleOwnershipSince
Bonnie Bowers DavisDirectorUnder 5%1991
George Murphy DavisPresidentUnder 5%2016
George Murphy Davis ControlChief Compliance Officer/ChairmanOver 75%1990
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Frequently asked questions

How much does Sentry Management Inc manage?

Sentry Management Inc reports $5.4 billion in regulatory assets under management on its Form ADV.

How many employees does Sentry Management Inc have?

Sentry Management Inc reports 5 employees.

Where is Sentry Management Inc located?

Sentry Management Inc is based in Wichita Falls, TX and has been SEC-registered since 1990.

Does Sentry Management Inc disclose fund performance?

Sentry Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Eureka Circle, Suite E, Wichita Falls, TX 76308-2900
Phone940-696-2100
Fax940-696-2810
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK869783
Discloses disciplinary historyYes

Regulatory AUM

$5.44B▼ 30%
Mar '25 — $7.81BApr '25 — $7.81BMay '25 — $7.81BJun '25 — $7.81BJul '25 — $7.81BAug '25 — $7.81BSep '25 — $7.81BOct '25 — $7.81BNov '25 — $7.81BDec '25 — $7.81BJan '26 — $7.81BFeb '26 — $7.81BMar '26 — $5.44BApr '26 — $5.44BMay '26 — $5.44BJun '26 — $5.44B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$5.44Bregulatory AUM
Discretionary $334.8MNon-discretionary $5.11B