SENTARA CAPITAL

Overview

Sentara Capital is an independent registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm combines fee-based advisory work (percentage of AUM, hourly and fixed-fee arrangements) with insurance brokerage services and delivers financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio services for smaller institutions, and educational workshops. Founded as an SEC-registered adviser in 2020 and owned by an individual, Sentara runs a discretionary practice with a stated preference for equities and a tilt toward privately held or non-exchange-traded equity positions. Investment activity centers on customized managed accounts and third-party fund allocations. The adviser is not an active ESG investor and does not operate as a capital allocator or pension consultant. Its business mix suggests a boutique model that blends traditional wealth management (planning, investment oversight) with some insurance and alternative exposure to meet client needs.

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Location & Offices