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SENTARA CAPITAL

MARIETTA, GA · CRD 161132 · IAPD ↗ · sentaracapital.com · (770) 509-5305

$119.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — SENTARA CAPITAL notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
February 2025 — SENTARA CAPITAL changed its website from sentarafinancial.com to sentaracapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — SENTARA CAPITAL notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — SENTARA CAPITAL reported RAUM up 28% ($103.0M -> $131.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — SENTARA CAPITAL now reports custody of client assets ($3.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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