Sentry, LLC

Registered investment advisor · Memphis, Tennessee · CRD #150593

Assets Under Management

$2.3B

Client Accounts

251

Employees

CRD Number

150593

Registration

SEC Registered

Custodian

National Financial Services Llc, Regions Bank

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Sentry, LLC

Sentry LLC is a comprehensive investment advisory firm offering services to individuals, families, and retirement plans, with over 80 years of combined experience in the investment business. They serve as a multi-family office and provide personalized investment solutions.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Sentry, LLC

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Frequently Asked Questions

What is Sentry, LLC's AUM?

Sentry, LLC reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Sentry, LLC headquartered?

Sentry, LLC is headquartered in Memphis, Tennessee.

What is Sentry, LLC's CRD number?

Sentry, LLC's CRD number is 150593. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.