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SENTRY, LLC

MEMPHIS, TN · CRD 150593 · IAPD ↗ · sentryllc.com · 901-820-0515

$2.33BRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SENTRY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — SENTRY, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — SENTRY, LLC reported RAUM up 31% ($1.81B -> $2.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.