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
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts718ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, GA, NC, TN, TX
Financial Advisors at Sentara Capital
1
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 (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.
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