SENTARA CAPITAL

3225 Shallowford Road Ne
Suite 900
Marietta, Georgia 30062
Tel: (770) 509-5305

About SENTARA CAPITAL

SENTARA CAPITAL, formally registered with the SEC as SENTARA CAPITAL. The firm was established in 11/09/2020. They have over 1 offices throughout the country.

SENTARA CAPITAL is a Marietta, Georgia based Financial Planning firm with nearly $102,775,422 assets under management, offering retirement planning & investment advisory services to 442 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161132
SEC#	801-119758
Assets Managed by Firm	$102,775,422
No. of Clients	442
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	442	$102,775,422
Individuals (other than high net worth individuals)	112	$41,662,797
High net worth individuals	33	$60,971,760
Pension and profit sharing plans	Fewer than 5 clients	$25,712
Corporations or other businesses	Fewer than 5 clients	$115,153

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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