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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SENTARA CAPITAL

SENTARA CAPITAL LLC, CRD 161132

MARIETTA, GA

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:f3dea327-1b94-fb6c-3f61-23067b6362ad

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Oct 8, 2020 to Feb 5, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $120MItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $120M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $59.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 493
Individual clients: 130
High net worth clients: 39
Custody, client assets: $37.8M
SEC number: 801-119758
CRD: 161132
Filings on the tape: 13
First filed: Oct 8, 2020
Latest filed: Feb 5, 2026
Organised: Limited Liability Company, GA
Website: sentaracapital.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
WILLIAM SAMUEL ALLEN	n/a	MARIETTA, GA	14	19	3	no
JONATHAN ANDREW BRUMMEL	n/a	MARIETTA, GA	0	15	3	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
ALLEN, WILLIAM, SAMUEL	CO-MANAGING MEMBER/INVESTMENT ADVISOR	E	yes	01/2012	Oct 8, 2020	Jul 3, 2024
BROOKS, KRISTA, A	CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Jul 3, 2024	Jul 3, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	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	Feb 5, 2026	$120M	$120M	3	2	0	n/a	n/a
2024	Jan 22, 2025	$103M	$103M	2	1	0	n/a	n/a
2023	Mar 20, 2024	$132M	$132M	3	2	1	n/a	n/a
2022	Mar 15, 2023	$103M	$103M	3	2	1	n/a	n/a
2021	Mar 10, 2022	$116M	$116M	4	2	1	n/a	n/a
2020	Mar 31, 2021	$114M	$114M	4	2	1	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
1	0	1	0.0%	0	0	0	1	1

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	$120M	$103M	16.3%	$103M	5.1%	3	2	0	0

Relationships

Registered with (3)

← JONATHAN ANDREW BRUMMELAdvisorregistration: current employment
Nov 13, 2025 to presentfactForm ADV
← WILLIAM SAMUEL ALLENAdvisorregistration: current employment
May 8, 2012 to presentfactForm ADV
← MICHAEL HARRISON BROOKSAdvisorregistration: previous registration
May 8, 2012 to Jan 22, 2025factForm ADV

Controls (2)

← ALLEN, WILLIAM, SAMUELOwnerCO-MANAGING MEMBER/INVESTMENT ADVISOR, ownership code E, individual
Oct 8, 2020 to Jul 3, 2024factForm ADV
← BROOKS, KRISTA, AOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 3, 2024 to Jul 3, 2024factForm ADV

Dated events

Occurred
Jan 22, 2025
Advisor changed firm
Michael Harrison Brooks left Sentara Capital for Perfetta Capital, Llc (registered 2024-07-12)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Control person joined
A Krista Brooks (Chief Compliance Officer) appeared on Schedule A of Sentara Capital
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Control person left
Harrison Michael Brooks (Chief Compliance Officer/Co-Managing Member/Investment Advisor) no longer on Schedule A of Sentara Capital (listed 2024-04-02, absent 2024-07-03)
Form ADVobserved 6 days ago
Occurred
Oct 8, 2020
First Form ADV filing
Sentara Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3dea327-1b94-fb6c-3f61-23067b6362ad
First observed: Oct 8, 2020
Last observed: Feb 5, 2026 7 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.

SENTARA CAPITAL

SENTARA CAPITAL LLC, CRD 161132

MARIETTA, GA

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:f3dea327-1b94-fb6c-3f61-23067b6362ad

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM SAMUEL ALLEN

n/a

MARIETTA, GA

JONATHAN ANDREW BRUMMEL

n/a

MARIETTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, WILLIAM, SAMUEL

CO-MANAGING MEMBER/INVESTMENT ADVISOR

yes

01/2012

Oct 8, 2020

Jul 3, 2024

BROOKS, KRISTA, A

CHIEF COMPLIANCE OFFICER

yes

07/2024

Jul 3, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$120M

n/a

2024

Jan 22, 2025

$103M

n/a

2023

Mar 20, 2024

$132M

n/a

2022

Mar 15, 2023

$103M

n/a

2021

Mar 10, 2022

$116M

n/a

2020

Mar 31, 2021

$114M

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

$120M

$103M

16.3%

$103M

5.1%