SENTIENT FINANCIAL, LLC

Overview

Sentient Financial, LLC is a small, independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm operates as an insurance broker in addition to its advisory work and charges clients on a percentage-of-AUM basis with the option for hourly engagements. Sentient positions itself as a capital allocator: it builds client portfolios using liquid public equities and mutual funds while selectively placing client capital with third‑party alternative managers for diversification and return enhancement. The firm does not market itself as an ESG investor and is not organized as a multi‑state adviser. Sentient’s business model emphasizes direct portfolio management plus the selection of other advisers and managers when specialist management or private fund access is needed. That structure suits clients who want a primary advisory relationship but also need access to outside hedge fund or real estate strategies the firm does not run in‑house.

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Public Holdings

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Location & Offices