Lyons, CO Office
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Sankala Group LLC
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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.
Based on Sankala Group LLC
Expertise
Based on Sankala Group LLC
Location
Lyons CO
Advisors at this office
3
Advisors at this office
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.
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