Sentara Capital

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3225 Shallowford Rd Ste 900, Marietta, G...

Phone Number

(770) 509-5305

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Sentara Capital

Sentara Capital is an independent, fee-only financial advisory firm that specializes in personalized wealth management, retirement planning, and data-driven investment strategies. The company focuses on creating bespoke portfolios and comprehensive financial plans tailored to the unique goals of its clients. With a commitment to active management and clear communication, Sentara Capital provides regular market insights and educational resources to help clients navigate complex financial landscapes. Their target clients include individuals and families seeking dedicated support in managing their wealth and planning for the future.Explore more
Sentara Capital's Social MediaPopular SearchesSentara Capital LLCSentara CapitalSentaracapitalSentara Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Sentara Capital Org Chart

PhoneEmail
JB
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Financial Advisor

PhoneEmail
GB
United States flag for contact location.

Investment Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sentara Capital

<$5M
1-10
Private
-
2012
JB
Jonathan BrummelFinancial Advisor
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
11-50
Private
<$5M
1986
Adetola Odusote, Managing Director & Chief Executive Officer at Berkshire Asset Management
Adetola OdusoteManaging Director & CEO
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2010
CT
Christopher ThomasPlan Consulting Director, Retirement
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sentara Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sentara Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sentara Capital.

Sentara Capital Tech Stack

A closer look at the technologies used by Sentara Capital

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Frequently Asked Questions Regarding Sentara Capital

What is Sentara Capital's official website?
Sentara Capital's official website is www.sentaracapital.com
What is Sentara Capital's Revenue?
Sentara Capital's revenue is <$5 Million
What is Sentara Capital's SIC code?
Sentara Capital's SIC: 62,628
What is Sentara Capital's NAICS code?
Sentara Capital's NAICS: 52,523
How many employees does Sentara Capital have?
Sentara Capital has 1-10 employees
What industry does Sentara Capital belong to?
Sentara Capital is in the industry of: Finance, Securities Trading
What is Sentara Capital competition?
Sentara Capital top competitors include: Wealth Advisory Services, Lynx Investment Advisory, Berkshire Asset Management, MacroView Investment Management
What technology does Sentara Capital use?
Some of the popular technologies that Sentara Capital uses are: PHP, MailChimp, Squarespace Online Stores, Embedly
How do I contact Sentara Capital?
Sentara Capital contact info: Phone number: (770) 509-5305 Website: www.sentaracapital.com
What does Sentara Capital do?

Sentara Capital is an independent, fee-only financial advisory firm that specializes in personalized wealth management, retirement planning, and data-driven investment strategies. The company focuses on creating bespoke portfolios and comprehensive financial plans tailored to the unique goals of its clients. With a commitment to active management a... nd clear communication, Sentara Capital provides regular market insights and educational resources to help clients navigate complex financial landscapes. Their target clients include individuals and families seeking dedicated support in managing their wealth and planning for the future.Read More

What are Sentara Capital social media links?
Sentara Capital Linkedin page Sentara Capital Facebook page
Is Sentara Capital a public company?
Sentara Capital is private company therefore does not currently have an official ticker symbol
See more information about Sentara Capital

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