{"url":"https://nivawealth.com/firms/sensenig-capital-advisors-142821","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/142821","regulatoryAum":212881912,"crd":"142821","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5540143","suffix":null,"lastName":"BRENN","firstName":"JEREMY","middleName":"CLAYTON"},{"crd":"6659613","suffix":"Jr","lastName":"Hartnett","firstName":"Kevin","middleName":"Michael"},{"crd":"7690587","suffix":null,"lastName":"Wolfman","firstName":"Jacob","middleName":"Paul"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-01","regulatoryAum":190491533,"clients":113,"employees":4,"offices":1},{"filedOn":"2022-07-19","regulatoryAum":212387518,"clients":140,"employees":5,"offices":1},{"filedOn":"2023-02-14","regulatoryAum":157806244,"clients":120,"employees":6,"offices":1},{"filedOn":"2024-03-04","regulatoryAum":171274173,"clients":132,"employees":6,"offices":1},{"filedOn":"2025-04-16","regulatoryAum":188909241,"clients":139,"employees":6,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":212881912,"clients":145,"employees":6,"offices":1}],"secFileNumber":"801-112425","legalName":"Sensenig Capital Advisors, Inc.","displayName":"Sensenig Capital Advisors","slug":"sensenig-capital-advisors-142821","website":"https://sensenigcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/142821/c5e326ad63ebe99b-r1.webp","tone":"light","width":639,"height":200,"sourceUrl":"https://sensenigcapital.com/","sourceLabel":"Sensenig Capital Advisors, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/sensenig-capital-wealth-management/","founded":null,"organization":"Pennsylvania corporation","fiscalYearEnd":"December","headquarters":{"street":"133 Level Road","city":"Collegeville","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19426"},"tradeNames":[],"registration":{"secApproved":"12 February 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1512707.328358209,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":212881912,"discretionary":155223923,"discretionaryAccounts":421,"nonDiscretionary":57657989,"nonDiscretionaryAccounts":21,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":73,"regulatoryAum":35800107},{"label":"High-net-worth individuals","clients":61,"regulatoryAum":166902675},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":5893275},{"label":"Charitable organizations","clients":5,"regulatoryAum":4285855}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"marginal","fee_tiers":[{"to":2000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":2000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":null,"pct":0.25,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021229","versionId":1021229,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-18","documentName":"SENSENIG CAPITAL ADVISORS, INC. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sensenig Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sensenig Capital Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sensenig Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sensenig Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sensenig Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sensenig Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sensenig Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sensenig Capital Advisors?","answer":"Sensenig Capital Advisors’ main office is at 133 Level Road, Collegeville, PA 19426. Its phone number is 610-584-9700. 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public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}