Sentry Advisors, LLC logo

Sentry Advisors, LLC

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Client assets under management

$2,318,766,274

Clients

148

82% high-net worth

Advisors

4

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

37

Low

Average account size

$15,667,340

About

Sentry Advisors offers portfolio management, financial planning, and financial consulting to individuals (including high-net-worth clients), trusts, pension plans, and charitable organizations. The firm is SEC-registered and manages approximately $2.41 billion in client assets, providing both discretionary and non-discretionary services.

The firm delivers individualized advice using a mix of fundamental, technical, and modern portfolio theory approaches and implements strategies through sub‑advisers, third‑party money managers, and model portfolios. It also operates a wrap fee program and uses mutual fund and specialty platforms (including Federated, Eaton Vance, and Goldman Sachs) to construct diversified solutions and exchange‑fund options for concentrated equity positions.

What distinguishes Sentry from many multi‑team peers is that a large majority of its assets—about $2.17 billion—are managed on a non‑discretionary basis, meaning clients typically retain final transaction authority. The firm also discloses the use of hypothetical or modeled performance in its planning materials and maintains fee‑offset and service‑fee arrangements with Federated, Eaton Vance, and Goldman Sachs, which it discloses as potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Financial consulting

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

0.10% to 1.15% annually

Commissions

Commission-based compensation from insurance products sold by licensed insurance agents affiliated with the firm

Other

Account minimum: $1,000,000

Main office location

Sentry Advisors, LLC

100 Pine Street, Suite 1250

San Francisco CA 94111, United States

Number of offices

2

Most active in

California · Colorado · New York · Texas · Virginia · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gregory P

Series 63, Series 65

San Francisco, CA

Sentry Advisors, LLC

Gregory Powell is a financial advisor at Sentry Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sentry Advisors since 2015. In addition to his advisory role, he serves as a principal in a life and health insurance business. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process using fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across various asset classes.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Alexander F

CFP®, Series 63, Series 65

San Francisco, CA

Sentry Advisors, LLC

Alexander Flagg is a CFP® with 33 years of experience in the financial industry. He has been with Sentry Advisors, LLC since 2015 and holds Series 63 and Series 65 licenses. He also serves as a principal in a life and health insurance business. Sentry Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment approach using fundamental, technical, and model-based methods, managing approximately $2.47 billion in client assets as of the end of 2024.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Elizabeth L

Series 63, Series 66

San Francisco, CA

Sentry Advisors, LLC

Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sentry Advisors since 2015, including a period at SF Sentry Securities, Inc. from 2015 to 2021. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process using fundamental, technical, and model-based methods, managing both discretionary and non-discretionary portfolios across a range of asset classes.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive
user avatar

Susanna H

Series 66

San Francisco, CA

Sentry Advisors, LLC

Susanna Han is a financial advisor at Sentry Advisors, LLC with 17 years of industry experience. She has held her Series 66 designation and has been with Sentry Advisors since 2015. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process that integrates fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across a range of investment types.

Concentrated stock management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive
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