SENTRY MANAGEMENT INC
Adviser information for SENTRY MANAGEMENT INC last updated from Form ADV on March 15th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 42 | $234.7M |
| Non-Discretionary | 60 | $8.3B |
| Total | 102 | $8.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 7 | $1.6M |
| HNW Individuals | 35 | $164.3M |
| Banking or thrift institutions | 54 | $8.1B |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $68.8M |
| State or municipal gov entities | <5 | $45.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $98.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersSecurity ratings or pricing servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed feesTRANSACTION BASED FEE ON MUNICIPAL BOND ISSUES |
| Other Business Activities | Registered municipal advisor |
Principal Office
5 EUREKA CIRCLESUITE E
WICHITA FALLS
TX
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 940-696-2100, Fax: 940-696-2810
Websites
Chief Compliance Officer
MURPHY DAVIS SR
CHAIRMAN
5 EUREKA CIRCLE, SUITE E
WICHITA FALLS
TX
United States
Tel:
940-696-2100
Fax:
940-696-2810
M*****@*******************M
(Full email address available in API data)
Regulatory Contact
MURPHY DAVIS, JR
PRESIDENT
5 EUREKA CIRCLE SUITE E
WICHITA FALLS
TX
United States
Tel:
940-696-2100
Fax:
940-696-2810
M****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIS, GEORGE, MURPHY | Individual | – | CHIEF COMPLIANCE OFFICER/CHAIRMAN | 12/1990 | > 75% |
| DAVIS, BONNIE, BOWERS | Individual | – | DIRECTOR | 10/1991 | < 5% |
| ROGERS, SHERREE', DONEICE | Individual | – | VICE PRES OPERATIONS | 12/2003 | < 5% |
| DAVIS, GEORGE, MURPHY | Individual | – | PRESIDENT | 12/2016 | < 5% |