# Sentinel Pension Advisors, LLC.

> Sentinel Pension Advisors, LLC. is an SEC-registered investment advisory firm in Wakefield, MA, registered since 1998, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 109901
- Filed as: SENTINEL PENSION ADVISORS, LLC.
- Also doing business as: SENTINEL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wakefield, MA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109901
- AdvisorCensus page: https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901

## Quick answers

**How is Sentinel Pension Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Sentinel Pension Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sentinel Pension Advisors, LLC. located?**
Sentinel Pension Advisors, LLC.'s principal office is in Wakefield, MA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sentinel Pension Advisors, LLC. registered with the SEC or a state?**
Sentinel Pension Advisors, LLC. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109901.

**How much does Sentinel Pension Advisors, LLC. manage?**
Sentinel Pension Advisors, LLC. reports $11,941,931,134 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (25% discretionary).

**How have Sentinel Pension Advisors, LLC.'s assets and staff changed since 2021?**
In the Form ADV data for Sentinel Pension Advisors, LLC.: Regulatory assets under management: $8,460,477,554 in the October 2021 data and $11,941,931,134 in the October 2026 data, up 41%. Total employees: 45 in October 2021 and 53 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sentinel Pension Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,150); pension and profit sharing plans (but not the plan participants or government pension plans) (633); high net worth individuals (273).

**Does Sentinel Pension Advisors, 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/109901

**What changed in Sentinel Pension Advisors, LLC.'s recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Sentinel Benefits & Financial Group. Regulatory assets under management went from $10,730,228,384 to $11,941,931,134 (+11%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,941,931,134
- Discretionary: $2,978,308,165
- Non-discretionary: $8,963,622,969

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,150 | $329,202,544 |
| High net worth individuals | 273 | $800,974,954 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 633 | $10,811,753,636 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 53 total, 48 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Troy, MI

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- sentinelgroup.com
- Facebook @sentinelgroup1987
- Instagram @sentinelgroup
- LinkedIn @focus-financial-partners
- LinkedIn @sentinelgroup1987
- X @focusfinancial
- YouTube @Sentinel_Group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,460,477,554 | 45 | October 1, 2021 |
| October 2022 | $10,503,429,858 | 48 | June 29, 2022 |
| October 2023 | $8,344,044,970 | 51 | September 26, 2023 |
| October 2024 | $9,011,646,599 | 54 | September 26, 2024 |
| October 2025 | $10,730,228,384 | 54 | July 17, 2025 |
| October 2026 | $11,941,931,134 | 53 | May 15, 2026 |

Regulatory assets under management: $8,460,477,554 in the October 2021 data and $11,941,931,134 in the October 2026 data, up 41%.
Total employees: 45 in October 2021 and 53 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Sentinel Benefits & Financial Group.
- Regulatory assets under management went from $10,730,228,384 to $11,941,931,134 (+11%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sentinel Pension Advisors, LLC. (CRD 109901): Form ADV filing data as of October 2026.