Sentara Capital

Sentara Capital (CRD# 161132) is a financial advisory firm headquartered in Marietta, GA. They manage $131,659,879 in 718 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062
http://www.sentarafinancial.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $183,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AL, GA, NC, TN, TX

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

William Allen (CRD# 3103398) is an Investment Advisor Representative working at Sentara Capital in Marietta, GA and has over 16 years of experience in the finance industry.

2
Michael Brooks, financial advisor Marietta GA
Michael H. Brooks
CRD#: 5439554
3225 Shallowford Road Ne, Suite 900, Marietta, GA 30062

Michael Brooks (CRD# 5439554) is an Investment Advisor Representative working at Sentara Capital in Marietta, GA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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