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 that positions itself as a capital allocator for both individual and institutional clients. The firm is organized as an LLC and registered with the SEC in 2025. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers — indicating the capability to hire or oversee sub‑advisers. Sentinel charges a mix of percentage‑of‑AUM and fixed fees and does not identify as an active ESG investor.
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 Funds88%
- Cash & Cash Equivalents6%
- Exchange Traded Equities3%
- State & Local Bonds2%
- Other1%
Owners & executives
1 of 1MICHAEL HARMELINK
Chief Investment OfficerCRD 4010014
Contacts
3 of 7Kelsee 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 49Active vs passive
$240M in ETFs
81%
$195M
12%
$44.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.8M | 63,977 | 17.39% |
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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