Sentry Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,440,124,412
Total clients
34
100% high-net worth
Total advisors
3
of 5 employees
Firm size
Multi Team
Average clients per advisor
11
Average account size
$160,003,659
About
Sentry Management, Inc. provides fixed-income portfolio management and advisory services to a mix of clients that includes financial institutions, trust departments, municipalities, pension plans, foundations, corporations and individuals. The firm also serves as a municipal financial advisor—preparing official statements and helping structure and finance capital debt—and offers both discretionary and non-discretionary engagement models.
The firm’s investment approach is conservative and liquidity-focused, emphasizing quality securities, yield-curve and sector yield analysis, and pre-purchase credit review; fundamental and technical analysis are used to time transactions and select maturities. Sentry relies on Bloomberg for market execution and CAPIS soft-dollar support, and delivers third‑party portfolio reporting and interest-rate risk analyses through Hilltop Securities to inform ongoing portfolio reviews.
Compared with many multi-team advisors, Sentry manages the bulk of its assets on a non-discretionary basis (approximately $260 million discretionary versus $7,813 million non-discretionary as of 12/31/2024) and maintains a small advisory team to support multi‑billion dollars of fixed‑income assets. The firm’s combination of municipal advisory work, extensive reporting/third‑party pricing and a client base that includes regulated banking clients with specific regulatory reporting and non‑discretionary arrangements is a notable difference from typical peers; it does not offer comprehensive financial planning services.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 0.35% $5,000,001 - $25,000,000: 0.30% $25,000,001+: 0.25%
Minimum fee: Minimum Annual Fee - $3,000. May be negotiated on a client-by-client basis. Fee-only: Fixed fees based on services provided; example includes monthly fees for non-discretionary portfolios starting at $625/month with minimum $625 and fee increases per million invested.
Main office location
Sentry Management Inc
5 Eureka Circle, Suite E
Wichita Falls TX 76308-2900, United States
Number of offices
1
Most active in
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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