SENTARA CAPITAL

SENTARA CAPITAL LLC Legal Name

Adviser information for SENTARA CAPITAL last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	718	$131.7M
Non-Discretionary	0	$0
Total	718	$131.7M

Clients

Type	Number	RAUM
Individuals	240	$49.8M
HNW Individuals	50	$71.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	9	$10.1M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-119758
SEC ERA File Number	801-119758
SEC CIK Numbers	None
SEC CRD Numbers	161132
Legal Entity Identifier	None

Principal Office

3225 SHALLOWFORD ROAD NE
SUITE 900
MARIETTA
GA
United States

Monday - Friday, BY APPOINTMENT ONLY

Tel: (770) 509-5305, Fax: (770) 578-1391

Websites

www.sentarafinancial.com www.sentaracapital.com www.facebook.com/michaelbrooksinvestmentadvisor/ www.facebook.com/sentaracapital/ www.linkedin.com/in/michaelsentara/ www.linkedin.com/in/willallen1/ www.linkedin.com/company/sentara-capital-llc/ www.facebook.com/sentarainvestors/ www.linkedin.com/company/sentarainvestors/ sentarainvestors.com

Chief Compliance Officer

MICHAEL BROOKS

CHIEF COMPLIANCE OFFICER

3225 SHALLOWFORD ROAD NE

SUITE 900

MARIETTA

United States

Tel: (770) 509-5305

Fax: (770) 578-1391

M******@*****************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners