$159.1M Total AUM
$133.3M Disc. AUM
-- 3Y CAGR
4 Employees
113 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2011
- Office Locations
- 3
Office Locations
-- Boulder CO
-- Helena MT
-- Lyons CO
About Sankala Group LLC
Sankala Group LLC is a Colorado-based investment advisory firm serving both retail and institutional clients. Reported SMA portfolios are primarily ETF-based with meaningful U.S. government/agency bond exposure. The firm publishes quarterly investment letters (e.g., on technology, crypto, and macro themes) and highlights a land conservation finance offering; custody includes Charles Schwab.
Team overview
43 AVG AGE
$39.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
H
HAROLD A. HALLSTEIN IV
Chief Compliance Officer, Managing Partner
- CRD
- #5832334
- Ownership
- 50% but less than 75%
Available
Available
Available
T
THOMAS MICHAEL DENKENWOLF
Advisor
- CRD
- #5513623
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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P
Peter Schaunaman Burns
Partner
- CRD
- #7777921
Available
Available
Available
K
Kate Grace
--
- CRD
- #8108962
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,333,467 | $309,358 |
| Non-Discretionary | $25,797,048 | $1,612,316 |
| Total | $159,130,515 | $355,997 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Derivatives:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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