Sankala Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sankala Group LLC is a fee-only, SEC-registered investment adviser serving individual (including high-net-worth) and institutional clients through discretionary asset management and non-discretionary investment advisory and consulting. The four-advisor team manages regulatory AUM of about $159 million across separately managed accounts and provides portfolio/performance reviews, asset allocation advice, retirement account guidance, and third-party manager analysis.
The firm’s investment approach emphasizes diversified global equity portfolios with a value-biased orientation, combining macroeconomic, fundamental and technical analysis to construct portfolios using ETFs, closed-end funds, REITs, bonds and individual equities. Trading is typically discretionary and reviewed at least quarterly; the firm also uses options (covered calls and protective puts) and may employ short-selling for qualified clients as part of risk management and income-generating strategies.
What is distinctive is the firm’s operational use of derivatives and margin/borrowing within separately managed accounts—practices that are less common among similarly sized team advisers—and its advisory footprint that extends beyond RAUM to a larger assets-under-advisement figure that includes private, non-traded investments and consultative mandates. Operationally, the firm also supports electronic custodial fee debits and, with client authorization, may use standing letters of authorization to facilitate payments to third parties, reflecting a broader set of custody and service arrangements than some peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
0.25% to 1.5% annually, depending on mandate type, complexity and size
$150-$350 per hour for non-discretionary investment advisory services, depending on mandate type, complexity and size.
Account minimum: $500,000 Fee-only: Discretionary asset management services are fee-only, billed on assets under management.
Main office
See officeLyons CO
Advisors at this office
3
Most active in
Colorado · Massachusetts · Montana · Pennsylvania
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter B
Series 65
Helena, MT
Sankala Group LLC
Peter Burns is a financial advisor at Sankala Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Techniservices Inc. and the University of Colorado Boulder. Outside of his advisory role, he is a partner in two real estate holding companies, Catalina Properties LLC and Catalina Properties II LLC. Sankala Group LLC provides discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a value-biased fundamental and technical risk management approach to global equity portfolios and uses a range of investment vehicles including ETFs, closed-end funds, and option strategies.
Kate G
Series 65
Lyons, CO
Sankala Group LLC
Kate Grace is a financial advisor at Sankala Group LLC with a Series 65 designation and no prior industry experience. Before entering the advisory field, she was a professional athlete from 2014 to 2016 and has operated FastKate LLC since 2017. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, focusing on diversified global equity portfolios. The firm integrates macroeconomic themes with value-biased fundamental analysis and technical risk management, employing strategies such as derivatives and short selling that are uncommon among similar team-based advisory firms.
Thomas D
Series 66
Lyons, CO
Sankala Group LLC
Thomas Denkenwolf is a financial advisor with Sankala Group LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Sankala Group since 2016 and previously spent five years at Bank of America, N.A. He serves as Vice President on the Board of Directors for the Front Range Mensa Group and is a member of the endowment committee for the Unitarian Universalist Church of Boulder, providing investment consultation and oversight. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a range of instruments, including ETFs, closed-end funds, and option strategies.
Harold H
Series 65
Lyons, CO
Sankala Group LLC
Harold Hallstein is a financial advisor with Sankala Group LLC in Lyons, CO, holding a Series 65 designation and 15 years of industry experience. He has been with Sankala Group since 2010. Hallstein serves on the board of directors for the Winter Wildlands Alliance, a nonprofit organization, providing committee-level input on reserves investment. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a variety of securities and strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)