# SENTRY ADVISORS, LLC

SENTRY ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 174042
- Type: SEC-registered investment adviser
- SEC file number: 801-80730
- Location: 100 PINE STREET, SUITE 1250, SAN FRANCISCO, CA, 94111
- Phone: 415-229-9070
- Latest filing: 2026-03-05
- Regulatory AUM: $2.4B
- Discretionary AUM: $241.8M
- Non-discretionary AUM: $2.2B
- Clients: 4
- Accounts: 629

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Sutton Powell | MANAGING MEMBER/ PRINCIPAL | — |
| Alexander Hixon Flagg | MANAGING MEMBER/ PRINCIPAL | — |
| Elizabeth A Ly | CHIEF COMPLIANCE OFFICER | — |
| ROOT LEON ARTHUR | CFO; MANAGING MEMBER - CFO | — |
| MEISSNER JULIE THERESE | CCO; MANAGING MEMBER - CCO | — |
| POWELL GREGORY SUTTON | MANAGING MEMBER; MANAGING MEMBER/ PRINCIPAL | — |
| FLAGG ALEXANDER HIXON | MANAGING MEMBER; MANAGING MEMBER/ PRINCIPAL | — |
| LY ELIZABETH A | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ISSAQUAH | WA | 2 | 415-229-9071 |
| ISSAQUAH | WA | 2 | 415-229-9071 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174042/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174042/similar
- Related entities: https://search.stillhousedata.com/firm/174042/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174042

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.