Sentinel Advisory Group, LLC
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 338121
- Registered since
- December 2, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.81%
- Individuals39.11%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sentinel Advisory Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and presents itself as a capital allocator serving both individual and family clients as well as institutional relationships. Advisory services listed in regulatory filings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. Its fees combine a percentage-of-assets model with fixed-fee engagements. Sentinel does not identify as an active ESG investor.
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 Funds88%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
- State & Local Bonds2%
- Other1%
Owners & executives
1 of 1
Michael Harmelink
Chief Investment OfficerCRD 4010014
Contacts
3 of 6
Kelsee Guest
Private Wealth Service AdvisorCRD 7373429
Nathan Keeling
Co-Founder and Private Wealth AdvisorCRD 6398568
Brenton Cashore
Co-Founder and Private Wealth AdvisorCRD 5710968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$290M in ETFs
79%
$227M
15%
$62.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $48.1M | 64,170 | 16.59% |
Location
Middleton, WI
Dane
Location
Middleton, WI
Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 1600 Aspen Cmns
- Time zone
- CT (UTC-6)
- Office locations
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