CRD: 109901
Sentinel Pension Advisors, Llc.
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-05-1998
- Office Locations
- 13
Office Locations
About Sentinel Pension Advisors, Llc.
Sentinel Pension Advisors, LLC (Sentinel Group) provides financial planning and investment management for retail and institutional clients, with planning support across budgeting, retirement, debt, emergency savings, insurance, and health-care costs. Investment approach emphasizes asset allocation and active management using vehicles such as mutual funds, fixed income, and annuities. The firm also runs ongoing client education via webinars and events.
Reported data analysis
What the numbers show
Between October 14, 2025 and May 15, 2026, reported AUM increased 11.3%, from $10.7B to $11.9B.
Across 5 reported observations, AUM increased 13.7% between November 4, 2022 and May 15, 2026, from $10.5B to $11.9B.
Of the latest reported AUM, 24.9% is discretionary and 75.1% is non-discretionary.
The firm reports 48 advisory representatives and 2,056 clients, or 42.8 clients per representative. That equates to $5.8M in reported AUM per client.
The profile lists 13 reported office locations and 28 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
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- Platform
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Owner & Executives
JAMES MICHAEL CARNEVALE
DIRECTOR, Financial Planner, President
- CRD
- #2710745
- Ownership
- Less than 5%
ROBERT MICHAEL DIMASE
DIRECTOR
- CRD
- #2196424
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JANELLE RUTH ANDERSON
Financial Advisor, General Partner
- CRD
- #4217814
Lisa Ann Barstow
Advisor
- CRD
- #3263145
Showing 2 of 52 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,978,308,165 | $1,151,259 |
| Non-Discretionary | $8,963,622,969 | $20,097,809 |
| Total | $11,941,931,134 | $3,937,333 |
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Separately Managed Accounts
SMA allocation detail is available
Sentinel Pension Advisors, Llc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Sentinel Pension Advisors, Llc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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