Sensenig Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Sensenig Capital Advisors reports 145 clients. They include 73 individual clients, 61 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 72.9% ($155M across 421 accounts) are managed with discretion; $57.7M across 21 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 17% |
| High-net-worth individuals | 42% | 78% |
| Pension and profit-sharing plans | 4% | 3% |
| Charitable organizations | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $35.8M | 16.8% | $490K |
| High-net-worth individuals | 61 | $167M | 78.4% | $2.74M |
| Pension and profit-sharing plans | 6 | $5.89M | 2.8% | $982K |
| Charitable organizations | 5 | $4.29M | 2.0% | $857K |
| Total | 145 | $213M | 100% | $1.47M |
- Clients
- 73
- Regulatory AUM
- $35.8M
- AUM share
- 16.8%
- Avg. per client
- $490K
- Clients
- 61
- Regulatory AUM
- $167M
- AUM share
- 78.4%
- Avg. per client
- $2.74M
- Clients
- 6
- Regulatory AUM
- $5.89M
- AUM share
- 2.8%
- Avg. per client
- $982K
- Clients
- 5
- Regulatory AUM
- $4.29M
- AUM share
- 2.0%
- Avg. per client
- $857K
Total
- Clients
- 145
- Regulatory AUM
- $213M
- AUM share
- 100%
- Avg. per client
- $1.47M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Sensenig Capital Advisors charges 0.25%–1.00% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.50% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Consultation Services
- Consultations are billed at an hourly rate of $100 to $300, negotiable, payable on completion of the consultations.
- Recurring Consulting Services
- Recurring consulting is generally an annual fixed fee that may range up to $10,000 per year, as specified in the client agreement.
Jeremy Brenn owns 75% or more of Sensenig Capital Advisors. The leadership team of Sensenig Capital Advisors includes President Jeremy Brenn and Chief Compliance Officer Kevin Hartnett. It has 6 employees, 3 of them in advisory roles.
Leadership
Jeremy BrennPresident
Kevin HartnettChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Sensenig Capital Advisors, Inc.
Jeremy Brenn
Control person · since June 2019
- Owns 10% to 25% of Sensenig Capital Advisors, Inc.
Kevin Hartnett
Control person · since April 2022
Sensenig Capital Advisors’ regulatory assets grew from $190M (February 2021) to $213M (March 2026); clients rose from 113 to 145 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $213M | 145 | 6 | 1 |
| April 2025 | $189M | 139 | 6 | 1 |
| March 2024 | $171M | 132 | 6 | 1 |
| February 2023 | $158M | 120 | 6 | 1 |
| July 2022 | $212M | 140 | 5 | 1 |
| February 2021 | $190M | 113 | 4 | 1 |
Besides its headquarters, Sensenig Capital Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 133 Level Road, CollegevilleHQ
Contact and registration details
- Legal name
- Sensenig Capital Advisors, Inc.
- Headquarters
- 133 Level Road, Collegeville, PA 19426
- Website
- sensenigcapital.com
- Phone
- 610-584-9700
- SEC file
- 801-112425
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Sensenig Capital Advisors uses Charles Schwab ($199M) as custodian for its separately managed accounts. Sensenig Capital Advisors has custody of $86.2M in client assets for 63 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $199M100%
At year end, Sensenig Capital Advisors’ separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $109M across 36 positions; the largest are American Centy ETF TR (28.5%), Dimensional ETF Trust (15.0%) and Vanguard Charlotte Fds (7.3%).
What the accounts hold
- Stocks5%
- Funds93%
- Registered funds92%
- Pooled vehicles1%
- Cash2%
Reported 13F holdings
- $109M
- Reported 13F value
- 36
- Positions
- 85.6%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- American Centy ETF TR · US EQT ETF28.5%
- Dimensional ETF Trust · US Cor Equ 2 ETF15.0%
- Vanguard Charlotte Fds · Total Int BD ETF7.3%
- American Centy ETF TR · US Sml CP Valu6.5%
- iShares TR · 0-3 Mth Treasury6.4%
- American Centy ETF TR · Intl EQT ETF6.3%
- Dimensional ETF Trust · Intl Core Equity5.6%
- American Centy ETF TR · Avantis Emgmkt4.9%
- iShares TR · Esg Awr US Agrgt2.6%
- Dimensional ETF Trust · US Sustainabilty2.5%
Together, the ten largest are 85.6% of reported value.
How many clients does Sensenig Capital Advisors have?
Sensenig Capital Advisors has 145 clients and manages $213 million for them, as of March 2026. They include 73 individual clients, 61 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Sensenig Capital Advisors offer?
Sensenig Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sensenig Capital Advisors charge?
Sensenig Capital Advisors charges 0.25%–1.00% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: SENSENIG CAPITAL ADVISORS, INC. ADV PART 2A, filed 18 March 2026
Which custodians does Sensenig Capital Advisors use?
Sensenig Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $199M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Sensenig Capital Advisors have?
Sensenig Capital Advisors has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 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 Sensenig Capital Advisors invest in?
At the end of its last fiscal year, Sensenig Capital Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 2% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sensenig Capital Advisors?
Sensenig Capital Advisors’ direct owners are Jeremy Brenn (75% or more) and Kevin Hartnett (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Sensenig Capital Advisors get paid?
Sensenig Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Sensenig Capital Advisors?
Sensenig Capital Advisors’ main office is at 133 Level Road, Collegeville, PA 19426. Its phone number is 610-584-9700. Its website is sensenigcapital.com.