SENTRY ADVISORS, LLC

CRD #174042 SEC #801-80730 SAN FRANCISCO, CA 415-229-9070

SEC Registered

Total AUM

$2.5B

Discretionary

$236.9M

Employees

Clients

Accounts

621

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 11, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
LY, ELIZABETH, A	I	CHIEF COMPLIANCE OFFICER	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
MEISSNER, JULIE, THERESE	I	CCO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
ROOT, LEON, ARTHUR	I	CFO	NA	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
FLAGG, ALEXANDER, HIXON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
MEISSNER, JULIE, THERESE	I	MANAGING MEMBER - CCO	D	Control
MEISSNER, JULIE, THERESE	I	CCO	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
POWELL, GREGORY, SUTTON	I	MANAGING MEMBER/ PRINCIPAL	D	Control
ROOT, LEON, ARTHUR	I	MANAGING MEMBER - CFO	D	Control
ROOT, LEON, ARTHUR	I	CFO	D	Control

Registrations

Federal

Mar 11, 2025 REGISTERED

Notice Filings (12)

AZ CA CO CT FL MA NH NY OH TX VA WA

Address

100 PINE STREET
SUITE 1250
SAN FRANCISCO, CA 94111
United States

Phone: 415-229-9070