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Sensenig Capital Advisors, Inc.

Updated today

Client assets under management

$202,702,782

Clients

134

46% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$1,512,707

About

Sensenig Capital Advisors, Inc. is an SEC‑registered independent investment adviser that provides wealth management, asset management, consulting, recurring consulting and pension consulting to individuals (including high‑net‑worth clients), trusts, estates and retirement plan sponsors. The firm manages roughly $213 million for about 134 clients and administers client assets on a custodial platform at Charles Schwab Institutional, including an asset‑management option within its recurring consulting program.

The firm’s investment approach emphasizes long‑term, globally diversified, buy‑and‑hold portfolios grounded in Modern Portfolio Theory and implemented principally with passively managed mutual funds and institutional ETFs, supplemented by fundamental analysis and periodic rebalancing. Most client accounts are managed on a discretionary basis, while a limited number of legacy relationships remain non‑discretionary.

Noteworthy distinctions include the firm’s regular client communications — an informational email newsletter distributed approximately 12 times per year to clients and other interested parties — and its use of client testimonials in advertising, both of which the ADV highlights as uncommon among peers. The brochure also discloses that Sensenig facilitates fee‑based variable annuity services through third‑party broker‑dealers (and may include those annuity values in asset‑based fee calculations) and that principals have modest outside real‑estate investment interests disclosed to clients.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Income planning General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Up to $10,000 per year for Recurring Consulting Services (annual fixed fee)

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually

Project-based

$100-$300 per hour

Main office location

Sensenig Capital Advisors, Inc.

133 Level Road

Collegeville PA 19426, United States

Number of offices

1

Most active in

Florida · Michigan · New Hampshire · New Jersey · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jacob W

Series 65

Collegeville, PA

Sensenig Capital Advisors, Inc.

Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.

Income planning General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Jeremy B

CFP®, Series 65

Collegeville, PA

Sensenig Capital Advisors, Inc.

Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.

Income planning General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Kevin H

CFP®, Series 63, Series 65

Collegeville, PA

Sensenig Capital Advisors, Inc.

Kevin Hartnett Jr. is a CFP® professional with nine years of industry experience, currently serving as an advisor at Sensenig Capital Advisors, Inc. since 2020. Prior to this, he held roles at SEI Investments Distribution Co and several SEI Investments entities from 2016 to 2020. Outside of his advisory work, he is the owner of Oaks Venture Partners LLC, an entity formed to purchase investment real estate. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis, with portfolios typically managed on a discretionary, buy-and-hold basis.

Income planning General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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