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Asset manager · Stevens Point, WI

Sentry Investment Management, L.L.C.

SEC-registered investment adviser · CRD 105176 · SEC 801-7942

At a glance

Sentry Investment Management, L.L.C. is an SEC-registered investment adviser based in Stevens Point, Wisconsin, with $1.4 billion in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 1,193rd of 3,218 asset managers and 4,382nd of 17,210 SEC-registered advisers by assets.

Main office 715-346-6000As filed on Form ADV

Regulatory AUM
$1.4B
Rank among asset managers
#1,193 of 3,218
Rank among all SEC RIAs
#4,382 of 17,210
Rank in Wisconsin
#41 of 195
Clients
2
Accounts
2
Discretionary
100% of AUM
Employees
10
Advisory staff
8
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. North Trust$1.4B

Other RIAs using North Trust

Broker-dealer

Affiliated broker-dealer

It names an affiliated broker-dealer: Sentry Equity Services, Inc..

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Other2$1.4B100%

Disciplinary disclosures

Sentry Investment Management, L.L.C. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Sentry Investment Management, L.L.C.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 961 peers of its type and size
Locked
Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Sentry Investment Management, L.L.C. manage?

Sentry Investment Management, L.L.C. reports $1.4 billion in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.

What kind of firm is Sentry Investment Management, L.L.C.?

Sentry Investment Management, L.L.C. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Sentry Investment Management, L.L.C.’s clients?

By assets, its largest client types are other ($1.4 billion, 2 clients).

Does Sentry Investment Management, L.L.C. have any disciplinary history?

Sentry Investment Management, L.L.C. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Sentry Investment Management, L.L.C.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →