Sentara Capital
SEC RegisteredThe Art of Retiring Well
About the firm
Sentara Capital is a fee-only, SEC-registered independent RIA based in Marietta, GA, offering both investing and financial planning services. The firm operates as a fiduciary, legally and ethically bound to act in clients' best interests. It has been independent since 2007.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investing and financial planning including comprehensive financial plan development, active portfolio management, regular investment reviews, retirement planning, Roth conversions, RMD planning, and market education. Services are organized into three tiers: Ascent (wealth building), Horizon (retirement preparation), and Summit (wealth preservation and legacy).
Who they serve
Individuals from their prime earning years through retirement, including those building wealth, preparing for retirement, and protecting their legacy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 130 | $44M |
| High Net Worth Individuals | 39 | $75M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $3,000,000 | 1.00% |
| $3,000,001 - $5,000,000 | 0.80% |
| Over $5,000,000 | 0.50% |
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sentara Capital has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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