Sentara Capital
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Overview
Sentara Capital operates as an advisory company located in Marietta, Georgia. The firm handles $103.0 million in total assets throughout 579 client accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 2 financial advisors. Sentara Capital does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as stocks, options and bonds.
Sentara Capital oversees all of its accounts on a discretionary basis. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring the client's permission. The company's average account size is $177,913. The typical advisor at Sentara Capital administers around 290 client accounts.
The company's central office is located at 3225 Shallowford Road Ne, Marietta, Georgia 30062. The firm is permitted to provide services to clients throughout a few states, including Alabama, Georgia, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sentara Capital by the Numbers
$103.0 million
3
579
$177.9 thousand
Products and Services
Sentara Capital provides multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Notably, it did not provide financial planning services to any of its customers in the previous fiscal year. The firm is not involved in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on which services are offered. However, fees billed by the company most likely include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors, high net worth investors and pension plans. Out of its 579 accounts, Sentara Capital's biggest client type by number of accounts is retail investors, although it also caters to 46 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 20.54%
- Other Individuals - 75%
- Corporations - 4.46%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sentara Capital does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sentara Capital
Marietta, GA
Marietta, GA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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