CRD: 142821
Sensenig Capital Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2010
- Office Locations
- 1
Office Locations
About Sensenig Capital Advisors, Inc.
Sensenig Capital Advisors is a fee-only RIA in Collegeville, PA serving clients across the Mid-Atlantic and nationwide. The firm provides wealth management and personal financial planning for individuals and families, plus 401(k) and other employer retirement plan services and institutional asset management. Portfolios are primarily implemented with public funds and ETFs, with Schwab as a key custodian, backed by 50+ years of cumulative experience.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEREMY CLAYTON BRENN
President, Wealth Advisor
- CRD
- #5540143
- Ownership
- 75% or more
Kevin Michael Hartnett Jr
Chief Compliance Officer
- CRD
- #6659613
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Jacob Paul Wolfman
Advisor
- CRD
- #7690587
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,223,923 | $368,703 |
| Non-Discretionary | $57,657,989 | $2,745,619 |
| Total | $212,881,912 | $481,633 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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