Sentara Capital

**Sentara Capital LLC Summary:** Established in January 2012, Sentara Capital LLC is a Georgia-based investment advisor firm owned by William Allen. The firm offers financial planning and portfolio management services, with a focus on determining clients' financial needs, goals, and risk tolerance. Clients are required to provide relevant financial documents for analysis. The firm employs six primary investment models and utilizes research from various sources to make tactical asset allocation decisions. As of December 31, 2024, Sentara Capital managed approximately $102.8 million in client assets on a discretionary basis. **Fees and Compensation:** - Hourly fee: $150 per hour for standalone engagements. - Fixed fee: Charged for session materials in educational workshops. - Asset-based fees: Annualized fees based on account value, ranging from 0.50% to 1.00%. - Negotiability of fees: Determined by the Chief Compliance Officer. - Payment of fees: Fees paid by check or bank draft, not cash. - Additional client fees: Transactional fees borne by the client, separate from advisory fees. **Investment Discretion:** - Sentara Capital LLC offers both discretionary and non-discretionary account management. - Discretionary authority allows the firm to implement investment decisions without prior client approval. - Non-discretionary accounts require client approval for each transaction. **Custody and Voting:** - Client assets are held by qualified custodians, not by Sentara Capital LLC. - The firm does not vote proxies on behalf of clients or provide guidance on voting. **Business Continuity:** - Sentara Capital LLC maintains a business continuity and succession contingency plan to address significant operational disruptions. For more detailed information, clients can refer to Sentara Capital LLC's Form ADV Part 2 brochure available on the SEC's website. Clients are encouraged to review the full brochure and ask questions before engaging with the firm.