Sensenig Capital Advisors, Inc.
Firm details
- Headquarters
- Collegeville, Pennsylvania
- CRD number
- 142821
- Registered since
- February 12, 2018
- Website
- sensenigcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.4%
- Individuals16.82%
- Pension & Profit Sharing Plans2.77%
- Charitable Organizations2.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Sensenig Capital Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its billing models include a percentage-of-assets fee schedule plus options for hourly and fixed-fee engagements. Core service lines listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services and the publication of periodicals or newsletters. Sensenig does not identify as an active ESG investor and is not structured as a capital allocator; it sources alternative exposure through third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 3
Kevin Hartnett
Lead Wealth AdvisorCRD 6659613
Jacob Wolfman
Associate Wealth AdvisorCRD 7690587
Jeremy Brenn
President & Senior Wealth AdvisorCRD 5540143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$107M in ETFs
18%
$19.6M
81%
$87.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $31.2M | 243,335 | 29.14% |
Location
Collegeville, PA
Montgomery
Location
Collegeville, PA
Headquartered in Collegeville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 133 Level Rd
- Time zone
- ET (UTC-5)
- Office locations
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