Sentara Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$119,566,470
Total clients
169
23% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
85
Average account size
$707,494
About
Sentara Capital serves individual clients (including high‑net‑worth and non‑HNW households), as well as pension and profit‑sharing plans and other business clients, providing comprehensive financial planning, investment consultation, and discretionary or non‑discretionary portfolio management. The firm delivers planning either as part of ongoing portfolio management or as standalone engagements and typically assesses asset‑based fees for managed accounts while also offering hourly or fixed‑fee consultations.
The firm manages portfolios using six primary models ranging from Capital Preservation to Aggressive and combines core allocations with tactical shifts and a momentum‑based quantitative sleeve to analyze entry and exit points across asset classes. Sentara Capital prepares investment policy statements, considers social or other account constraints, and monitors model portfolios frequently, often on a daily basis, to implement tactical changes as market conditions warrant.
Compared with many peers, the firm regularly offers educational workshops on financial topics for groups — typically educational or sponsor‑funded sessions rather than product sales — and several personnel are licensed insurance agents who may recommend commissionable insurance products (the brochure discloses this activity and notes it can comprise up to 30% of an advisor’s time). The firm is a small advisor team managing roughly $120 million in client assets and participates in custodial advisor programs that provide research, trading, and operational services that support its practice.
Client services
Expertise
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.
Main office location
Sentara Capital
3225 Shallowford Road Ne, Suite 900
Marietta GA 30062, United States
Number of offices
1
Most active in
Alabama · Georgia · Nebraska · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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