RIA Intel›Advisers›Texas›SENTRY MANAGEMENT INC

SENTRY MANAGEMENT INC

Advisory

N·WICHITA FALLS, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$5.4B

1-Year AUM Growth

-14.6%

3-Year CAGR

+12.8%

Employees

2

Assets Under Management

Total AUM$5.4B

Discretionary AUM$335M

Non-Discretionary AUM$5.1B

Discretionary %6.2%

Total Clients92

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingFeb 28, 2001

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SENTRY MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.