Sentinel Advisory Group, LLC
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 338121
- Registered since
- December 2, 2025
- Website
- sentineladvisory.com
- 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, individual-owned registered investment adviser that began SEC registration in 2025. The firm acts as a capital allocator for both individuals/families and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-advisers support. Its fees are charged as a percentage of assets under management and via fixed fees. The firm does not present itself as an ESG-focused investor. It offers advisory services that include working with outside managers, which aligns with its capital allocator role.
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
Cary Grunder
Private Wealth AdvisorCRD 2102670
Peter Shulla
Co-Founder and Wealth Management AdvisorCRD 5056484
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 51Active vs passive
$290M in ETFs
78%
$225M
16%
$65.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $48.5M | 63,320 | 16.73% |
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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