Vedanta Sentinel Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,874,760
Total clients
11
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$352,251
About
Vedanta Sentinel Investment Advisors is a fee‑only independent advisory firm that provides discretionary asset management and investment consulting to high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities. Its services include ongoing portfolio management and consulting for retirement and education plans, rather than one‑off financial planning engagements.
The firm offers three core portfolio approaches: a Sentinel (tactical) strategy focused on downside protection that can use elevated cash, structured “defined outcome” products and inverse ETFs for hedging; a Global‑Macro long‑short strategy that employs ETFs/funds, margin and short positions and may allocate up to 30% to individual equities; and a Strategic diversified ETF/fund strategy with systematic rebalancing. Investment decisions draw on macroeconomic, technical, fundamental, sentiment and behavioral analysis, and portfolios are managed on a discretionary basis tailored to each client’s risk profile.
Noteworthy for a single‑advisor independent firm of this size, Vedanta Sentinel routinely uses sophisticated tools such as leverage, hedging instruments and structured products that are less common among solo practices. The firm also concentrates its client base on higher‑net‑worth and institutional‑type clients rather than mass‑market individual investors, and its sole portfolio manager holds advanced professional credentials while maintaining a part‑time insurance producer role.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
$250 per hour for investment consulting
Account minimum: $100,000 Fee-only: Fee-only investment advisory services
Main office location
Vedanta Sentinel Investment Advisors
2006 Hogback Road, Suite 1
Ann Arbor MI 48105, United States
Number of offices
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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