Sentry Capital Management, LLC

Overview

Sentry Capital Management, LLC is a small, owner-operated investment adviser that manages client portfolios with a clear tilt toward publicly traded equities. The firm provides discretionary portfolio management for individuals and small businesses and also selects other advisers when families or institutions require third-party manager expertise. Compensation is charged as a percentage of assets under management. The firm is not positioned as an ESG specialist, and it’s not registered as a multi-state adviser. With capital-allocation responsibilities on behalf of its clients, Sentry focuses on liquid, exchange-traded instruments rather than private or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices