Asset manager · Wichita Falls, TX
Sentry Management Inc
SEC-registered investment adviser · CRD 107379 · SEC 801-38034
At a glance
Sentry Management Inc is an SEC-registered investment adviser based in Wichita Falls, Texas, with $5.4 billion in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 34 individual clients. By Form ADV it is a asset manager, ranked 670th of 3,218 asset managers and 1,978th of 17,210 SEC-registered advisers by assets.
Main office 940-696-2100sentrymanagement.comAs filed on Form ADV
- Regulatory AUM
- $5.4B
- Rank among asset managers
- #670 of 3,218
- Rank among all SEC RIAs
- #1,978 of 17,210
- Rank in Texas
- #81 of 1,081
- Individual clients
- 34
- High-net-worth clients
- 34
- Accounts
- 88
- Discretionary
- 6% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- George M. DavisChief Compliance Officer/chairman
- Bonnie B. DavisDirector
- Sherree' D. RogersVice Pres Operations
- George M. DavisPresident
Custody and brokerage
3 custodians
- Federal Home Loan Bank of Dallas$1.8B44%
- The Independent Bankerbank$1.5B36%
- Frost Bank$787M19%
Other RIAs using Federal Home Loan Bank of DallasOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 48 | $5.1B | 93% |
| High-net-worth individuals | 34 | $175M | 3% |
| Charitable organizations | 2 | $94M | 2% |
| Corporations or other businesses | 2 | $65M | 1% |
| State or municipal government entities | 2 | $20M | <1% |
Disciplinary disclosures
Sentry Management Inc answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Security ratings or pricing
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗sentrymanagement.com ↗
AtlasMembers
The full record on Sentry Management Inc
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
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- Growth over one, three and five years
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- Rank against 686 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Sentry Management Inc manage?
Sentry Management Inc reports $5.4 billion in regulatory assets under management across 88 accounts, 6% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Sentry Management Inc?
Sentry Management Inc 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 Management Inc’s clients?
By assets, its largest client types are banking or thrift institutions ($5.1 billion, 48 clients); high-net-worth individuals ($175 million, 34 clients); charitable organizations ($94 million, 2 clients).
Does Sentry Management Inc have any disciplinary history?
Sentry Management Inc answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Sentry Management Inc’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 (2026-03-18), 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 →