Sentry Consulting, Inc.

Overview

Sentry Consulting, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and operates with a fee schedule that combines a percentage of assets under management with hourly and fixed-fee engagements, which suggests they serve both ongoing wealth management clients and project-based planners. Filings indicate the adviser is not an active ESG investor and is not designated as a multi-state adviser for regulatory purposes. Investment activity is concentrated on liquid public markets, with a clear preference for exchange-traded equities as the primary implementation vehicle. The firm is not structured as a capital allocator; instead it relies on third-party managers where appropriate, particularly for alternative exposure. Advisory services are geared toward individualized planning and discretionary portfolio oversight rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices