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, SEC‑registered advisory corporation that has been operating since 2018 and remains individually owned. The firm serves both individuals and families as well as institutional clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, pension consulting and periodic publications. The firm does not identify as an active ESG investor and operates as a single‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3Kevin 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
$95.9M in ETFs
19%
$17.8M
81%
$78M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $26.6M | 238,838 | 27.70% |
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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