Sensenig Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,702,782
Clients
134
Advisors
3
of 6 employees
About
Sensenig Capital Advisors, Inc. is an SEC‑registered independent investment adviser that provides wealth management, asset management, consulting, recurring consulting and pension consulting to individuals (including high‑net‑worth clients), trusts, estates and retirement plan sponsors. The firm manages roughly $213 million for about 134 clients and administers client assets on a custodial platform at Charles Schwab Institutional, including an asset‑management option within its recurring consulting program.
The firm’s investment approach emphasizes long‑term, globally diversified, buy‑and‑hold portfolios grounded in Modern Portfolio Theory and implemented principally with passively managed mutual funds and institutional ETFs, supplemented by fundamental analysis and periodic rebalancing. Most client accounts are managed on a discretionary basis, while a limited number of legacy relationships remain non‑discretionary.
Noteworthy distinctions include the firm’s regular client communications — an informational email newsletter distributed approximately 12 times per year to clients and other interested parties — and its use of client testimonials in advertising, both of which the ADV highlights as uncommon among peers. The brochure also discloses that Sensenig facilitates fee‑based variable annuity services through third‑party broker‑dealers (and may include those annuity values in asset‑based fee calculations) and that principals have modest outside real‑estate investment interests disclosed to clients.
Client services
Expertise
Fee options
Up to $10,000 per year for Recurring Consulting Services (annual fixed fee)
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$100-$300 per hour
Main office
133 Level Road
Collegeville PA 19426
Advisors at this office
3
Most active in
Florida · Michigan · New Hampshire · New Jersey · 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jacob W
Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.
Jeremy B
CFP®, Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Jeremy Brenn is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2007. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles, primarily employing passively managed mutual funds and ETFs alongside fundamental analysis to guide asset allocation and rebalancing.
Kevin H
CFP®, Series 63, Series 65
Collegeville, PA
Sensenig Capital Advisors, Inc.
Kevin Hartnett Jr. is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Sensenig Capital Advisors, Inc. since 2020 and previously worked at SEI Investments in several roles from 2016 to 2020. Outside of his advisory work, he is the owner of Oaks Venture Partners LLC, an entity formed for investment real estate. Sensenig Capital Advisors, Inc. is an independent investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $213 million, employing a long-term, globally diversified, buy-and-hold investment strategy primarily using passively managed mutual funds and ETFs, supplemented by fundamental analysis and periodic rebalancing.
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