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- Custodian
- Altruist · Charles Schwab & Company · Folio Investments · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-08-2012
- Office Locations
- 1
Office Locations
About Sentara Capital
Sentara Capital is a fiduciary advisory firm delivering goals-based wealth management for families and retirees. Engagements begin with a comprehensive financial plan and a tailored investment allocation, supported by ongoing portfolio monitoring, active management, and regular reviews. Planning coordinates retirement income, tax efficiency, estate planning, and risk management. Led by a CRPC, the team pairs market education content with client technology including an eMoney portal and Schwab account access.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM SAMUEL ALLEN
Financial Advisor, INVESTMENT ADVISOR, Owner
- CRD
- #3103398
- Ownership
- 75% or more
KRISTA A BROOKS
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN ANDREW BRUMMEL
Financial Advisor
- CRD
- #5547036
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,566,470 | $242,528 |
| Non-Discretionary | $0 | -- |
| Total | $119,566,470 | $242,528 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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