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SENSENIG CAPITAL ADVISORS, INC.
CRD 142821File 801-112425
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$212.9M
Below cohort median (national)
Discretionary AUM
$155.2M
Non-discretionary $57.7M
Clients
145
442 accounts
Employees
6
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 12, 2018
- Principal office
- 133 LEVEL ROAD, COLLEGEVILLE, PA, 19426
- Phone
- 610-584-9700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.9M
- Discretionary AUM
- $155.2M
- Non-discretionary AUM
- $57.7M
- Discretionary accounts
- 421
- Non-discretionary accounts
- 21
- Total accounts
- 442
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $4.3M |
| High net worth individuals | 61 | $166.9M |
| Pension and profit sharing plans | 6 | $5.9M |
| Individuals (other than high net worth individuals) | 73 | $35.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.