Gentry Financial

Overview

Gentry Financial is a small, independent registered investment adviser that serves individual and family clients with a blend of fee-based portfolio management and financial planning. The firm operates as a capital allocator — it builds client portfolios primarily through public mutual funds while selectively accessing third‑party alternative fund managers for private equity, real estate and private credit exposure. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating the advisor acts both as a direct manager and as a conduit to specialist managers when clients require bespoke or illiquid strategies. Fee arrangements include a percentage of AUM and fixed-fee engagements, which aligns with serving a concentrated group of higher-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices