RIA Intel›Advisers›Indiana›GENTRY FINANCIAL, LLC

GENTRY FINANCIAL, LLC

Advisory

IN

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account
$422K
across 49 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

BROOKS INVESTMENT ADVISORY SERVICE
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MIGRATION WEALTH MANAGEMENT, LLC
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NEXT ADVENTURE FINANCIAL LLC
$21M
CFWM, LLC
$21M
TWO FISH MANAGEMENT, LLC
$20M
-73.4% 1Y
AUSTIN FINANCIAL STRATEGIES, INC.
INDIANAPOLIS, IN
$20M

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