Sentry, Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $600M
- Clients
- 74
- Avg AUM / client
- $31.5M
- Accounts
- 251
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $6.9M | 0.3% |
| High net worth individuals | 51 | $880M | 37.8% |
| Corporations and other businesses | 5 | $1.4B | 61.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bambu Investors, Llc | Private Equity Fund | Delaware | $1.8M | 25 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Mccaughan Morrison | Chief Compliance Officer/Managing Member | CFA | May 2009 (17y) | 75% or more |
| Andrew David Hursey | Registered representative | CFA | Apr 2025 (1y) | |
| Thomas Mc Murray Morrison | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jam Partners, Llc | Member | Aug 2017 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bambu Investors, Llc | Private Equity Fund | $1.8M | $100K | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PROJECT FEE BASED
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Regions Bank $1.4B (59% of AUM) Mar 2026
- National Financial Services (Fidelity) $954M (41% of AUM) Mar 2026
- Charles Schwab & Co. $9.2M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗