Overview
- Headquarters
- Wichita, KS
- Total Firm Assets
- $308 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: GENTRY PRIVATE WEALTH ADV PART 2A WRAP (2025-07-09)
· View brochure text
Latest filing: GENTRY PRIVATE WEALTH ADV PART 2A (2026-04-29)
· View brochure text
Latest filing: GENTRY PRIVATE WEALTH ADV PART 2A WRAP (2026-04-29)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.75% |
| $500,001 | $1,000,000 | 1.60% |
| $1,000,001 | $2,500,000 | 1.35% |
| $2,500,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,750 | 1.68% |
| $5 million | $62,000 | 1.24% |
| $10 million | $99,500 | 1.00% |
| $50 million | $274,500 | 0.55% |
| $100 million | $474,500 | 0.47% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 59.48%
- Number of High-Net-Worth Clients
- 88
- Total Client Accounts
- 800
- Discretionary Accounts
- 787
- Non-Discretionary Accounts
- 13
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 323208
- GENTRY PRIVATE WEALTH ADV PART 2A (2026-04-29) · View brochure text
- GENTRY PRIVATE WEALTH ADV PART 2A WRAP (2026-04-29) · View brochure text
- GENTRY PRIVATE WEALTH ADV PART 2A WRAP (2025-07-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗