Clients
Sentinel Pension Advisors serves 2,056 clients, 273 of them high-net-worth individuals. The average client has about $5.8 million with the firm, and high-net-worth clients hold 7% of its $11.9 billion in assets.
- Individuals1,150 clients3%
- High-net-worth individuals273 clients7%
- Pension and profit-sharing plans633 clients91%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,150 | $329,202,544 | 2.8% | $286K |
| High-net-worth individuals | 273 | $800,974,954 | 6.7% | $2.93M |
| Pension and profit-sharing plans | 633 | $10,811,753,636 | 90.5% | $17.1M |
| Total | 2,056 | $11,941,931,134 | 100% | $5.81M |
- Clients
- 1,150
- Regulatory AUM
- $329,202,544
- Share
- 2.8%
- Avg. per client
- $286K
- Clients
- 273
- Regulatory AUM
- $800,974,954
- Share
- 6.7%
- Avg. per client
- $2.93M
- Clients
- 633
- Regulatory AUM
- $10,811,753,636
- Share
- 90.5%
- Avg. per client
- $17.1M
Total
- Clients
- 2,056
- Regulatory AUM
- $11,941,931,134
- Share
- 100%
- Avg. per client
- $5.81M
What it does
Sentinel Pension Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.
Sentinel Pension Advisors provided financial planning to 0 clients last fiscal year and advises no private funds.
24.9% of assets ($2.98B across 2,587 accounts) are managed with discretion; $8.96B across 446 accounts are not. $522.4M sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Sentinel Pension Advisors has custody of client assets.
- All other custodians$11.94B100%
Ownership and leadership
New Sentinel Holdco, LLC owns 75% or more of Sentinel Pension Advisors.
- Owns 75% or more of Sentinel Pension Advisors, LLC
New Sentinel Holdco, LLC
Control person · since June 2025
- Owns 75% or more of New Sentinel Holdco, LLC
Focus Operating, LLC
Control person · since September 2019
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 75% or more of Focus Financial Partners, LLC
Ferdinand FFP Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP Intermediate Holdings, LLC
Ferdinand FFP Parent, Inc.
Control person · since August 2023
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
Leadership
- James CarnevalePresident / Director
- Douglas Dustin JRChief Compliance Officer
- Robert DimaseDirector
Staff
- 53 employees
- 48 in advisory functions
- 53 state-registered reps
- 28 broker-dealer reps
- 34 insurance agents
- 2 soliciting firms
Reported holdings
Sentinel Pension Advisors’ reported 13F holdings total $762.3M across 147 positions, and the ten largest make up 67.5% of it.
- $762.3M
- Reported 13F value
- 147
- Positions
- 67.5%
- In the 10 largest
- +12.7%
- Value vs. prior quarter
- Bny Mellon ETF Trust · US Lrg CP Core19.2%
- State Str SPDR S&P 500 ETF T · TR Unit14.0%
- J P Morgan Exchange Traded F · Core Plus BD ETF8.1%
- Bny Mellon ETF Trust · Internationl EQT8.0%
- World Gold TR · SPDR Gld Minis4.4%
- SPDR Series Trust · ST Inter ETF3.7%
- Fidelity Covington Trust · Enhanced Large2.7%
- Ssga Active ETF TR · ST Str Real ETF2.7%
- Vanguard Index Fds · Extend Mkt ETF2.6%
- Fidelity Merrimack Str TR · Total BD ETF2.0%
Together, the ten largest are 67.5% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $762.3M is not its $11.94B in regulatory assets and does not represent any individual client's portfolio.
Fees
Sentinel Pension Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other.
Sentinel Pension Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Sentinel Pension Advisors has 23 offices (22 private residences, listed without an address), with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 100 Quannapowitt Pkwy, Suite 402, WakefieldHQ
Michigan · 1 listed address
- 3001 W Big Beaver, Troy
Other business names
Sentinel Pension Advisors has reported 1 other business name to the SEC.
- Sentinel Group
Registration details
- Legal name
- Sentinel Pension Advisors, LLC
- Headquarters
- 100 Quannapowitt Pkwy, Suite 402, Wakefield, MA 01880
- Phone
- 781-914-1361
- Website
- Not reported
- SEC file
- 801-55783
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Sentinel Pension Advisors have?
Sentinel Pension Advisors has 2,056 clients and manages $11.9 billion for them, as of May 2026. They include 1,150 other individuals, 633 pension and profit-sharing plans and 273 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Sentinel Pension Advisors offer?
Sentinel Pension Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Sentinel Pension Advisors have?
Sentinel Pension Advisors has 53 investment adviser representatives registered with state securities authorities, out of 53 employees, and 48 perform investment advisory functions. 28 are registered representatives of a broker-dealer and 34 are 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 Sentinel Pension Advisors invest in?
At the end of its last fiscal year, Sentinel Pension Advisors’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sentinel Pension Advisors?
Sentinel Pension Advisors is owned through a chain of holding companies by Ferdinand FFP Parent, Inc. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is New Sentinel Holdco, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Sentinel Pension Advisors get paid?
Sentinel Pension Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. 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