$320.8M Total AUM
$320.8M Disc. AUM
-- 3Y CAGR
10 Employees
381 ADV. Clients
0 yrs Firm Age
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- Custodian
- Fidelity/NFS · LPL Financial · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2025
- Office Locations
- 1
Office Locations
1600 Aspen Commons Suite 825 Middleton WI
About Sentinel Advisory Group, LLC
Sentinel Advisory Group, LLC is a Middleton-based RIA. The firm has been operating for 0 years. Managing $320.8M in total assets under management, with 8 advisory representatives. They custody assets with Fidelity/NFS and LPL Financial.
Team overview
37 AVG AGE
$40.1M AVG AUM / ADVISOR
$841.9K AVG AUM / CLIENT
0.6 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRENTON LEE CASHORE
PARTNER
- CRD
- #5710968
- Ownership
- 25% but less than 50%
Available
Available
Available
N
NATHAN FORD KEELING
PARTNER
- CRD
- #6398568
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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K
Karly Jo Costanzo
--
- CRD
- #7139028
Available
Available
Available
C
CARY ARMIN GRUNDER
--
- CRD
- #2102670
Available
Available
Available
Showing 2 of 7 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,751,824 | $294,538 |
| Non-Discretionary | $0 | -- |
| Total | $320,751,824 | $294,538 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | 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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