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SENTARA CAPITAL

SENTARA CAPITAL LLC

CRD 161132 · SEC 801-119758

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3225 SHALLOWFORD ROAD NE, SUITE 900, MARIETTA, GA, 30062, United States

Phone

(770) 509-5305

Fax

(770) 578-1391

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.6M

Discretionary AUM

$119.6M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals130$44.4M
High net worth individuals39$75.1M

States served

AL, GA, NE, NC, TN, TX

All web addresses on file

Official SEC filing: View on IAPD