Investment adviser · CRD 107379
SENTRY MANAGEMENT INC
Investment adviser filing (IA)
WICHITA FALLS, TX, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $5.44B Form ADV · Item 5.F
- Client accounts
- 88 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 48 | $5,085,337,917 | 93.5% |
| High-net-worth individuals | 34 | $175,019,600 | 3.2% |
| Charities | Fewer than 5 | $94,321,153 | 1.7% |
| Corporations & businesses | Fewer than 5 | $65,434,189 | 1.2% |
| Government entities | Fewer than 5 | $20,011,553 | 0.4% |
Filing source
Form ADV 2076184 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters · Security ratings · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
5 EUREKA CIRCLE, SUITE EWICHITA FALLS, TX, 76308-2900, United States
CRD 107379
Filing source
Form ADV 2076184 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.