William Allen
Advisor at Sentara Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
William Allen is a financial advisor at Sentara Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Sentara Capital since 2012. Outside of his advisory role, Allen is involved with the Foundation for Personal Financial Education, a nonprofit focused on financial education, and owns WS Allen and Company, Inc., a business used for office leasing. Sentara Capital serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, offering comprehensive financial planning, investment consultation, and portfolio management. The firm employs six portfolio models ranging from Capital Preservation to Aggressive, combining core allocations with tactical and quantitative strategies, and regularly provides educational workshops on financial topics.
Client services
Based on Sentara Capital
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Fixed fees may be charged for educational workshops; specifics announced in advance.
$0 - $3,000,000: 1.00% (100 basis points) annually $3,000,001 - $5,000,000: 0.80% (80 basis points) annually Over $5,000,000+: 0.50% (50 basis points) annually
$150 per hour billed in 15-minute increments for stand-alone financial planning engagements.
Fee-only: Fee-only advisory services, no commissions or mark-ups received by the firm.
Location
3225 Shallowford Road Ne, Suite 900
Marietta, GA 30062
Most active in
William A has reported serving >5 clients in these states in the last 12 months.
Georgia · Tennessee · Texas
Work history
Sentara Capital Llc
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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