SENTRY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.33B |
| Discretionary | $599.8M26% of AUM |
| Non-Discretionary | $1.73B |
| Client Accounts | 251 |
| Avg Account Size | $9.3M |
| Employees | 4 |
| Peak AUM | $2.72BMar 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | 14.3% | +8.8% | 0.3% | |
| Discretionary AUM | $600M | ||||
Key Metrics
| Total AUM | $2.33B |
| Discretionary | $599.8M |
| Employees | 4 |
| Client Accounts | 251 |
| Client Range | 0 |
Contact & Location
Address
6070 POPLAR AVENUE
MEMPHIS TN 38119
Phone
901-820-0515
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$600M
25.7% of AUM
Non-Discretionary
$1.7B
74.3% of AUM
Disc. mix ▼ 14.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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