SENTRY ADVISORS, LLC
SEC RegisteredAbout the firm
Sentry Advisors is a registered investment adviser (RIA) committed to providing the highest level of financial advice for our clients. They strive to develop a thoughtful understanding of clients' needs and risk tolerance by applying experience and expertise to each relationship, delivering unique solutions objectively, transparently, and confidentially.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advice tailored to each client's needs and risk tolerance, delivered by partnering with companies committed to excellence in research and technology.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $6.1M |
| High Net Worth Individuals | 121 | $2.3B |
| State/Municipal Entities | 35 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 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. SENTRY ADVISORS, LLC 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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