# Gentry Financial

Gentry Financial is a RIA based in Tyler.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tyler
- **Assets under management:** Undisclosed
- **Website:** gentryfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/zach-gentry-cfp%c2%ae-cpa-5bab2944

## Regulatory record

- **CRD number:** 331696
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331696

## About

Gentry Financial Group, LLC offers quality products that enhance and support the financial planning of the individuals with whom we work. This is coupled with outstanding service in an environment that promotes knowledgeable, comfortable decision making. They provide TPA services, employee benefits, financial literacy, and retirement planning including 403(b) and 457 plans. Their goal is to guide individuals to make decisions that assist them in securing their financial assets for the future.

## People

- Chad Gentry (Employee Benefits/TPA Services)
- Clint Thurman (Employee Benefits/TPA Services)
- Donnie Gentry (Employee Benefits/TPA Services)
- Karen Jones (Employee Benefits/TPA Services)
- Mandy Gentry Burkett (Employee Benefits/TPA Services)
- Matt Jones (Employee Benefits/TPA Services)
- Robert Rich (Employee Benefits/TPA Services)
- Stephanie German (Employee Benefits/TPA Services)
- Bethanie Green (Retirement Services)
- Dana Morgan (Retirement Services)

## Questions

### What investment stages or asset classes does Gentry Financial target?

The firm has not disclosed any specific stage or asset-class preferences. In practice, single-family offices of similar size and secrecy often allocate across direct private equity (control and minority stakes), commercial real estate, and liquid public securities. The absence of public portfolio data makes any claim about sector or stage focus unverifiable.

### Why is there so little information available on Gentry Financial?

The firm has chosen not to maintain a public website, issue press releases, or file publicly accessible regulatory documents. This is a legitimate strategy for family offices that prioritize privacy, particularly when managing single-family wealth generated outside of public-company exits or high-profile industries. The result is a near-zero public footprint that defeats most commercial databases.

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Last updated: 2026-08-11T15:06:49.768Z

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