# Sentara Capital

Sentara Capital is a Bank / Wealth / Trust based in Marietta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Address:** 3225 Shallowford Rd Ste 900, Marietta, GA 30062
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** sentaracapital.com
- **LinkedIn:** https://www.linkedin.com/company/sentaracapital

## Regulatory record

- **CRD number:** 161132
- **SEC file number:** 801-119758
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161132

## About

Founded in 2007 and operating from Marietta, Georgia, Sentara Capital positions itself as an independent, fee-only registered investment advisor. The firm was built on a planning-first philosophy, initiating every client relationship with a comprehensive financial plan that dictates asset allocation rather than leading with investment products. It serves individuals, high-net-worth families, and pension and profit-sharing plans nationwide. Investment strategy is grounded in a goals-based framework that spans retirement income planning, tax-efficient distribution, and risk management. The firm constructs tailored portfolios and maintains them through active monitoring and regular rebalancing, using Schwab for custody and portfolio access. Unlike multi-family offices that pursue direct deals or alternatives, Sentara deploys client capital into managed public-market portfolios, complemented by educational market commentary that distills complex trends for retail investors. Sentara is a lean operation anchored by a Chartered Retirement Planning Counselor (CRPC), assisted by technology platforms such as eMoney for client financial aggregation and Schwab for account access. The firm has not publicly disclosed AUM, total professionals, or satellite offices. There are no known adjacent vehicles, philanthropic foundations, or co-investment clubs linked to the entity. In the absence of recent operational announcements, Sentara’s public posture remains that of a steady-state advisory practice focused on Atlanta-area and national direct-to-client relationships. The structural differentiator is its fiduciary-only, planning-led model — a posture legally distinct from broker-dealers and insurance-affiliated advisors. By rejecting commission compensation, the firm’s economic incentive aligns exclusively with implementing the financial plan. For an allocator mapping talent or acquisition targets in the RIA channel, Sentara represents a low-complexity practice whose value lies in its client-book continuity and repeatable retirement-income process rather than asset-gathering scale or proprietary sourcing.

## Sectors

- Wealth Management
- Retirement Planning

## Questions

### Who runs investment decisions at Sentara Capital?

The firm states that it is led by a Chartered Retirement Planning Counselor (CRPC), a professional designation earned through advanced coursework in retirement planning. The individual principal behind the firm has not been named publicly on the website or in available filings. Investment decisions appear centralized under this CRPC, with no investment committee or separate CIO disclosed.

### How does Sentara Capital charge for its services?

Sentara markets itself as a fee-only firm, meaning it receives no commissions from product sales or brokerage transactions. This structure aligns the advisor’s compensation with asset growth and financial planning fees rather than transaction volume. Clients custody assets at Schwab, which provides the account-level technology, while Sentara’s fee is billed separately.

### What is Sentara Capital's approach to constructing a portfolio?

The firm uses a goals-based planning approach. It starts by creating a comprehensive financial plan that identifies objectives and timelines, then designs a custom investment allocation to meet those goals. Portfolios are actively monitored and rebalanced, with an emphasis on educating clients about market developments through regular video updates and commentary.

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- [Sensus Investment Management](https://altss.com/profile/sensus-investment-management)
- [Sente Ventures](https://altss.com/profile/sente-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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