# Sentinel Advisory Group, LLC

> Sentinel Advisory Group, LLC is an SEC-registered investment advisory firm in Middleton, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 338121
- Filed as: SENTINEL ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Middleton, WI
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338121
- AdvisorCensus page: https://advisorcensus.com/firm/sentinel-advisory-group-llc-middleton-wi-338121

## Quick answers

**How is Sentinel Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sentinel Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Sentinel Advisory Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Hourly rate: $500 an hour (Wealth Management Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sentinel Advisory Group, LLC located?**
Sentinel Advisory Group, LLC's principal office is in Middleton, WI, according to its Form ADV.

**Is Sentinel Advisory Group, LLC registered with the SEC or a state?**
Sentinel Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338121.

**How much does Sentinel Advisory Group, LLC manage?**
Sentinel Advisory Group, LLC reports $320,751,824 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Sentinel Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (284); high net worth individuals (95); charitable organizations (2).

**Which custodians does Sentinel Advisory Group, LLC use?**
Sentinel Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sentinel Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338121

**Does Sentinel Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "In general, we require a minimum household size of $250,000 to open and maintain an advisory account which may be waived at our sole discretion."

**What changed in Sentinel Advisory Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Registered or notice-filed in MN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum household size of $250,000 to open and maintain an advisory account which may be waived at our sole discretion.

- Hourly rate: $500 an hour (Wealth Management Consulting)

> Wealth Management Consulting: The program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $320,751,824
- Discretionary: $320,751,824
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 284 | $125,432,763 |
| High net worth individuals | 95 | $195,043,243 |
| Charitable organizations | 2 | $275,818 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, MN, OH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sentineladvisory.com
- Facebook @SentinelAdvisoryGroup
- Instagram @sentineladvisorygroup
- LinkedIn @sentineladvisorygroup

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in MN.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentinel Advisory Group, LLC (CRD 338121): Form ADV filing data as of October 2026.