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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SENTRY ADVISORS, LLC

CRD 174042

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:898f41f8-2763-08ed-387b-ace37b87de85

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 1
Observed: Dec 8, 2014 to Mar 5, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sentry Advisors, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $242M
Private client RAUM: $2.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $602Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 629
Individual clients: 27
High net worth clients: 121
Custody, client assets: $50.4M
SEC number: 801-80730
CRD: 174042
Filings on the tape: 33
First filed: Dec 8, 2014
Latest filed: Mar 5, 2026
Organised: Limited Liability Company, DE
Website: sentryadv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY SUTTON POWELL	n/a	SAN FRANCISCO, CA	11	33	2	no
ELIZABETH A LY	n/a	SAN FRANCISCO, CA	11	25	1	no
SUSANNA L HAN	n/a	SAN FRANCISCO, CA	11	17	1	no
ALEXANDER HIXON FLAGG	Certified Financial Planner	SAN FRANCISCO, CA	11	33	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLAGG, ALEXANDER, HIXON	MANAGING MEMBER/ PRINCIPAL	D	yes	01/2015	Mar 5, 2026	Mar 5, 2026
LY, ELIZABETH, A	CHIEF COMPLIANCE OFFICER	Na	yes	03/2018	Mar 5, 2026	Mar 5, 2026
POWELL, GREGORY, SUTTON	MANAGING MEMBER/ PRINCIPAL	D	yes	01/2015	Mar 5, 2026	Mar 5, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Issaquah	Wa	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$2.4B	$242M	4	4	1	n/a	n/a
2024	Mar 11, 2025	$2.5B	$237M	4	4	1	n/a	n/a
2023	Mar 12, 2024	$3.0B	$303M	4	4	1	n/a	n/a
2022	Mar 28, 2023	$2.0B	$206M	4	4	1	n/a	n/a
2021	Mar 21, 2022	$3.0B	$236M	4	4	1	n/a	n/a
2020	Mar 3, 2021	$2.5B	$288M	4	4	1	n/a	n/a
2019	Mar 28, 2020	$1.9B	$248M	4	4	1	n/a	n/a
2018	Mar 28, 2019	$1.4B	$191M	4	4	1	n/a	n/a
2017	Mar 27, 2018	$1.1B	$209M	4	4	1	n/a	n/a
2016	Mar 29, 2017	$808M	$218M	5	2	n/a	n/a	n/a
2015	Mar 28, 2016	$706M	$240M	6	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$2.5B	-2.3%	$2.0B	6.3%	4	4	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DEUTSCHE BANK SECURITIES INC.	4	Feb 10, 2015	Mar 23, 2015	SAN FRANCISCO, CA	Team lift out	Other	1.7%

Relationships

Affiliated with (2)

← SIVIA CAPITAL INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← PINE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (4)

← ALEXANDER HIXON FLAGGAdvisorregistration: current employment
Mar 23, 2015 to presentfactForm ADV
← GREGORY SUTTON POWELLAdvisorregistration: current employment
Feb 19, 2015 to presentfactForm ADV
← ELIZABETH A LYAdvisorregistration: current employment
Feb 19, 2015 to presentfactForm ADV
← SUSANNA L HANAdvisorregistration: current employment
Feb 19, 2015 to presentfactForm ADV

Controls (3)

← FLAGG, ALEXANDER, HIXONOwnerMANAGING MEMBER/ PRINCIPAL, ownership code D, individual
Jan 23, 2015 to Mar 13, 2024factForm ADV
← POWELL, GREGORY, SUTTONOwnerMANAGING MEMBER/ PRINCIPAL, ownership code D, individual
Jan 23, 2015 to Mar 13, 2024factForm ADV
← LY, ELIZABETH, AOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2018 to Mar 13, 2024factForm ADV

Moved with (1)

← DEUTSCHE BANK SECURITIES INC.Registered adviser4 advisors, team lift out, same day
Feb 10, 2015 to Mar 23, 2015factForm ADV

Dated events

Occurred
Mar 12, 2024
Regulatory AUM changed
Sentry Advisors, Llc reported RAUM $3.0B, up 50% from $2.0B (2023-03-28 to 2024-03-12)
Form ADVobserved 6 days ago
$1000M
Occurred
Mar 28, 2023
Regulatory AUM changed
Sentry Advisors, Llc reported RAUM $2.0B, down 32% from $3.0B (2022-12-14 to 2023-03-28)
Form ADVobserved 6 days ago
$-957M
Occurred
Mar 3, 2021
Regulatory AUM changed
Sentry Advisors, Llc reported RAUM $2.5B, up 35% from $1.9B (2021-01-06 to 2021-03-03)
Form ADVobserved 6 days ago
$657M
Occurred
Mar 28, 2020
Regulatory AUM changed
Sentry Advisors, Llc reported RAUM $1.9B, up 34% from $1.4B (2019-06-17 to 2020-03-28)
Form ADVobserved 6 days ago
$469M
Occurred
Feb 8, 2018
Regulatory AUM changed
Sentry Advisors, Llc reported RAUM $1.1B, up 42% from $808.1M (2017-03-30 to 2018-02-08)
Form ADVobserved 6 days ago
$337M
Occurred
Dec 8, 2014
First Form ADV filing
Sentry Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:898f41f8-2763-08ed-387b-ace37b87de85
First observed: Dec 8, 2014
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SENTRY ADVISORS, LLC

CRD 174042

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:898f41f8-2763-08ed-387b-ace37b87de85

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY SUTTON POWELL

n/a

SAN FRANCISCO, CA

ELIZABETH A LY

n/a

SAN FRANCISCO, CA

SUSANNA L HAN

n/a

SAN FRANCISCO, CA

ALEXANDER HIXON FLAGG

Certified Financial Planner

SAN FRANCISCO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLAGG, ALEXANDER, HIXON

MANAGING MEMBER/ PRINCIPAL

yes

01/2015

Mar 5, 2026

LY, ELIZABETH, A

CHIEF COMPLIANCE OFFICER

yes

03/2018

Mar 5, 2026

POWELL, GREGORY, SUTTON

MANAGING MEMBER/ PRINCIPAL

yes

01/2015

Mar 5, 2026

City

State

Country

Employees

Also broker-dealer

Issaquah

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$2.4B

$242M

n/a

2024

Mar 11, 2025

$2.5B

$237M

n/a

2023

Mar 12, 2024

$3.0B

$303M

n/a

2022

Mar 28, 2023

$2.0B

$206M

n/a

2021

Mar 21, 2022

$3.0B

$236M

n/a

2020

Mar 3, 2021

$2.5B

$288M

n/a

2019

Mar 28, 2020

$1.9B

$248M

n/a

2018

Mar 28, 2019

$1.4B

$191M

n/a

2017

Mar 27, 2018

$1.1B

$209M

n/a

2016

Mar 29, 2017

$808M

$218M

n/a

2015

Mar 28, 2016

$706M

$240M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$2.5B

-2.3%

$2.0B

6.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DEUTSCHE BANK SECURITIES INC.

Feb 10, 2015

Mar 23, 2015

SAN FRANCISCO, CA

Team lift out

Other

1.7%