Sentry Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,318,766,274
Clients
148
Advisors
4
of 4 employees
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
Expertise
Occupation focus
Fee options
0.10% to 1.15% annually
Commission-based compensation from insurance products sold by licensed insurance agents affiliated with the firm
Account minimum: $1,000,000
Main office
100 Pine Street, Suite 1250
San Francisco CA 94111
Advisors at this office
4
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
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
Elizabeth L
Series 63, Series 66
San Francisco, CA
Sentry Advisors, LLC
Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sentry Advisors and its related entities since 2015. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in client assets and emphasizes individualized advice through a combination of fundamental, technical, and modern portfolio theory approaches.
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.
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