Sankala Group provides portfolio management for individuals and small businesses.
Sankala Group reports 107 clients. They include 58 individual clients and 49 high-net-worth individuals. Of its assets, 83.8% ($133M across 431 accounts) are managed with discretion; $25.8M across 16 accounts are not. Of its clients, 1% are outside the U.S. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 13% |
| High-net-worth individuals | 46% | 78% |
| Corporations and other businesses | Fewer than 5 | 10% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 58 | $20.5M | 12.9% | $353K |
| High-net-worth individuals | 49 | $123M | 77.5% | $2.52M |
| Corporations and other businesses | Fewer than 5 | $15.3M | 9.6% | — |
| Total | 107 | $159M | 100% | — |
- Clients
- 58
- Regulatory AUM
- $20.5M
- AUM share
- 12.9%
- Avg. per client
- $353K
- Clients
- 49
- Regulatory AUM
- $123M
- AUM share
- 77.5%
- Avg. per client
- $2.52M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.3M
- AUM share
- 9.6%
- Avg. per client
- —
Total
- Clients
- 107
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Sankala Group charges 0.25%–1.50% for its Discretionary Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Non-Discretionary Investment Advisory Services
- Non-discretionary advisory services are billed hourly at $150 to $350 per hour, depending on mandate type, complexity and size.
Harold Hallstein owns 50% to 75% of Sankala Group. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Sankala Group LLC
Harold Hallstein
Control person · since July 2010
- Owns 25% to 50% of Sankala Group LLC
Thomas Denkenwolf
Control person · since January 2017
Sankala Group’s regulatory assets grew 1.5× from $105M (April 2024) to $159M (March 2026); clients rose from 96 to 107 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $159M | 107 | 4 | 4 |
| Jun 2025June 2025 | $116M | 102 | 4 | 4 |
| Apr 2024April 2024 | $105M | 96 | 3 | 3 |
Besides its headquarters, Sankala Group has 3 offices (3 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Sankala Group LLC
- Headquarters
- Not reported
- Website
- sankalagroup.com
- Phone
- 720-310-0605
- SEC file
- 801-129449
- Structure
- Colorado LLC
- Fiscal year end
- December
Sankala Group’s named custodian for separately managed accounts is Charles Schwab ($33.9M). Sankala Group has custody of $1.14M for 59 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $33.9M100%
At year end, Sankala Group’s separately managed accounts were mostly in stocks (75%) and bonds (20%). Its reported 13F holdings for the quarter ended 31 March 2026 total $122M across 555 positions; the largest are iShares Treasury Floating Rate Bond ETF (6.0%), Schwab Short-term U.S. Treasury ETF (3.9%) and SPDR Gold Minishares (3.8%).
What the accounts hold
- Stocks75%
- Exchange-traded equities73%
- Non-exchange-traded equities2%
- Funds2%
- Bonds20%
- Cash1%
- Other2%
- Derivatives2%
How many clients does Sankala Group have?
Sankala Group has 107 clients and manages $159 million for them, as of March 2026. They include 58 individual clients and 49 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Sankala Group offer?
Sankala Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sankala Group charge?
Sankala Group charges 0.25%–1.50% for its Discretionary Asset Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and requires an account of at least $500,000.
Which custodians does Sankala Group use?
Sankala Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $33.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Sankala Group have?
Sankala Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sankala Group invest in?
At the end of its last fiscal year, Sankala Group’s separately managed accounts held 73% exchange-traded equities, 20% U.S. government and agency bonds, 2% non-exchange-traded equities, 2% derivatives, 2% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sankala Group have a minimum investment?
Yes, Sankala Group’s minimum account size for its Discretionary Asset Management Services is $500K.
Who owns Sankala Group?
Sankala Group’s direct owners are Harold Hallstein (50% to 75%) and Thomas Denkenwolf (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Sankala Group get paid?
Sankala Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sankala Group?
Its phone number is 720-310-0605. Its website is sankalagroup.com.
