A complete list of active advisors currently associated with Sentara Capital

Warmer can help you find a great advisor at Sentara Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sentara Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.