Sentry, LLC

Overview

Sentry, LLC is a multi-family office founded in 2009. It provides investment consultation and management to high net worth individuals, their trusts and estates, charitable organizations and qualified plans. Its services are customized to client needs. The firm is registered with the SEC as an investment adviser and reported $2.3B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals and high net worth individuals.

Services

• Investment consultation
• Investment management

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Selecting other advisers

Location

See more firms in Tennessee and Memphis.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 150593), filed 03/25/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.