Sentinel Advisory Group, LLC
Sentinel Advisory Group, LLC is an SEC-registered mass-market adviser in Middleton, WI with $320.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sentinel Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338121, SEC 801-134809, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $320.8M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Middleton, WI
- Employees
- 10
- Clients
- 381
- CRD
- 338121
- Ownership
- KEELING, NATHAN, FORD; CASHORE, BRENTON, LEE; SHULLA, PETER, ROBERT
How much AUM does Sentinel Advisory Group, LLC have?
Sentinel Advisory Group, LLC reported $320.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Sentinel Advisory Group, LLC?
Disclosed owners and executives of Sentinel Advisory Group, LLC include KEELING, NATHAN, FORD, CASHORE, BRENTON, LEE, SHULLA, PETER, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.