S
Sensible Investment Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,390,595
Clients
42
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$580,728
About
Sensible Investment Strategies provides investment advisory and portfolio management services to individual clients. The firm reports approximately $24.4 million in assets under management across 42 client relationships.
The firm’s Form ADV Part 2 outlines its methods of analysis, investment strategies and associated risks, and describes account reviews, discretionary authority, custody and proxy voting practices. The brochure also addresses performance-based fees and side‑by‑side management, indicating the firm discloses how it handles potential conflicts when managing multiple accounts.
Notably, the brochure includes a section titled “Requirements for State‑Registered Advisers” and disclosures about other financial industry activities and client referrals, suggesting state-level registration and the possibility of outside affiliations or referral arrangements. The combination of a relatively small client base and its reported AUM implies a higher assets‑per‑client concentration than is typical for firms of this size.
Client services
Financial planning
Portfolio management
Main office location
Sensible Investment Strategies, LLC
Phoenix AZ, United States
Number of offices
1
Most active in
Sensible Investment Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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