Overview
Assets Under Management: $120 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
SENTARA CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161132), SENTARA CAPITAL is subject to fiduciary duty under federal law.
SENTARA CAPITAL is headquartered in MARIETTA, GA.
SENTARA CAPITAL serves 39 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, SENTARA CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
SENTARA CAPITAL manages $120 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, SENTARA CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.78%
Average Client Assets: $1.9 million
Total Client Accounts: 493
Discretionary Accounts: 493
Regulatory Filings
CRD Number: 161132
Filing ID: 2048327
Last Filing Date: 2026-02-05 10:55:51