Sentara Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Sentara Capital reports 169 clients. They include 130 individual clients and 39 high-net-worth individuals. Of its assets, 100.0% ($120M across 493 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 37% |
| High-net-worth individuals | 23% | 63% |
| Corporations and other businesses | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 130 | $44.4M | 37.1% | $342K |
| High-net-worth individuals | 39 | $75.1M | 62.8% | $1.92M |
| Corporations and other businesses | Fewer than 5 | $88.1K | 0.1% | — |
| Total | 169 | $120M | 100% | — |
- Clients
- 130
- Regulatory AUM
- $44.4M
- AUM share
- 37.1%
- Avg. per client
- $342K
- Clients
- 39
- Regulatory AUM
- $75.1M
- AUM share
- 62.8%
- Avg. per client
- $1.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $88.1K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 169
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Sentara Capital charges 0.50%–1.00% a year for its Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Stand-alone engagements are billed hourly at $150 an hour, in 15-minute increments.
William Allen owns 75% or more of Sentara Capital. The leadership team of Sentara Capital includes Chief Compliance Officer Krista Brooks. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Sentara Capital LLC
William Allen
Control person · since January 2012
Sentara Capital’s regulatory assets grew from $114M (March 2021) to $120M (February 2026); clients fell from 216 to 169 and employees from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $120M | 169 | 3 | 1 |
| Jan 2025January 2025 | $103M | 145 | 2 | 1 |
| Jul 2024July 2024 | $132M | 299 | 3 | 2 |
| Mar 2023March 2023 | $103M | 224 | 3 | 2 |
| Mar 2022March 2022 | $116M | 225 | 4 | 2 |
| Mar 2021March 2021 | $114M | 216 | 4 | 2 |
Besides its headquarters, Sentara Capital has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 3225 Shallowford Road Ne, Suite 900, MariettaHQ
Other business names
Sentara Capital has reported 2 other business names to the SEC.
- Sentara Financial Planning
- Sentara Investors
Contact and registration details
- Legal name
- Sentara Capital LLC
- Headquarters
- 3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062
- Website
- sentaracapital.com
- Phone
- 770-509-5305
- @sentara-capital-llc
- SEC file
- 801-119758
- Structure
- Georgia LLC
- Fiscal year end
- December
Sentara Capital’s named custodian for separately managed accounts is Charles Schwab ($117M). Sentara Capital has custody of $37.8M for 76 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $117M100%
At year end, Sentara Capital’s separately managed accounts were mostly in stocks (76%) and bonds (18%).
What the accounts hold
- Stocks76%
- Non-exchange-traded equities50%
- Exchange-traded equities26%
- Bonds18%
- Cash6%
How many clients does Sentara Capital have?
Sentara Capital has 169 clients and manages $120 million for them, as of February 2026. They include 130 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Sentara Capital offer?
Sentara Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sentara Capital charge?
Sentara Capital charges 0.50%–1.00% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Which custodians does Sentara Capital use?
Sentara Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Sentara Capital have?
Sentara Capital has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sentara Capital invest in?
At the end of its last fiscal year, Sentara Capital’s separately managed accounts held 50% non-exchange-traded equities, 26% exchange-traded equities, 18% U.S. government and agency bonds and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sentara Capital?
Sentara Capital’s direct owner is William Allen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Sentara Capital get paid?
Sentara Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sentara Capital?
Sentara Capital’s main office is at 3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062. Its phone number is 770-509-5305. Its website is sentaracapital.com.
