Sentara Capital

Sentara Capital (CRD# 161132) is a financial advisory firm headquartered in Marietta, GA. They manage $51,849,956 in 449 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $115,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, ND, TN, TX

Financial Advisors at Sentara Capital
Showing 1 - 2 of 2 top financial advisors.
1
William S. Allen
CRD#: 3103398
3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062
93
Wealthminder
score

William Allen (CRD# 3103398) is an Investment Advisor Representative working at Sentara Capital in Marietta, GA and has over 9 years of experience in the finance industry.

2
Michael H. Brooks
CRD#: 5439554
3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062
93
Wealthminder
score

Michael Brooks (CRD# 5439554) is an Investment Advisor Representative working at Sentara Capital in Marietta, GA and has over 8 years of experience in the finance industry.

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