Sensenig Capital Advisors, Inc.
- Regulatory AUM
- $213M
- Discretionary
- $155M
- Clients
- 145
- Avg AUM / client
- $1.5M
- Accounts
- 442
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Investments (13F portfolio — 36 positions, $109,252,314)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | US EQT ETF | $31,166,347 | 243,335 | 28.5% | 14.6% |
| 2 | Dimensional Etf Trust | US COR EQU 2 ETF | $16,403,264 | 369,776 | 15.0% | 7.71% |
| 3 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $7,980,308 | 164,780 | 7.3% | 3.75% |
| 4 | American Centy Etf Tr | US SML CP VALU | $7,151,799 | 57,324 | 6.55% | 3.36% |
| 5 | Ishares Tr | 0-3 MTH TREASURY | $6,996,103 | 69,495 | 6.4% | 3.29% |
| 6 | American Centy Etf Tr | INTL EQT ETF | $6,829,866 | 76,568 | 6.25% | 3.21% |
| 7 | Dimensional Etf Trust | INTL CORE EQUITY | $6,107,548 | 163,917 | 5.59% | 2.87% |
| 8 | American Centy Etf Tr | AVANTIS EMGMKT | $5,339,961 | 55,342 | 4.89% | 2.51% |
| 9 | Ishares Tr | ESG AWR US AGRGT | $2,793,018 | 58,912 | 2.56% | 1.31% |
| 10 | Dimensional Etf Trust | US SUSTAINABILTY | $2,744,363 | 58,854 | 2.51% | 1.29% |
| 11 | American Centy Etf Tr | INTL SMCP VLU | $2,724,539 | 26,439 | 2.49% | 1.28% |
| 12 | Dimensional Etf Trust | GLOBAL REAL EST | $2,542,662 | 87,769 | 2.33% | 1.19% |
| 13 | Dimensional Etf Trust | EMERGING MKTS CO | $1,391,148 | 34,231 | 1.27% | 0.65% |
| 14 | Dimensional Etf Trust | INTL CORE EQT MK | $884,978 | 21,454 | 0.81% | 0.42% |
| 15 | Dimensional Etf Trust | INTERNATIONAL | $759,484 | 16,840 | 0.7% | 0.36% |
| 16 | Dimensional Etf Trust | US SMALL CAP ETF | $714,086 | 18,409 | 0.65% | 0.34% |
| 17 | Dimensional Etf Trust | US SMALL CAP ETF | $655,921 | 7,966 | 0.6% | 0.31% |
| 18 | Dimensional Etf Trust | EMER MARK SU ETF | $583,719 | 11,942 | 0.53% | 0.27% |
| 19 | Vanguard Index Fds | TOTAL STK MKT | $550,223 | 1,487 | 0.5% | 0.26% |
| 20 | Schwab Strategic Tr | FUNDAMENTAL US L | $441,216 | 14,187 | 0.4% | 0.21% |
| 21 | American Centy Etf Tr | US LARGE CAP VLU | $439,085 | 4,814 | 0.4% | 0.21% |
| 22 | Ishares Tr | CORE INTL AGGR | $394,326 | 7,793 | 0.36% | 0.19% |
| 23 | Johnson & Johnson | COM | $376,892 | 1,484 | 0.35% | 0.18% |
| 24 | Dimensional Etf Trust | WORLD EX US CORE | $370,242 | 10,050 | 0.34% | 0.17% |
| 25 | Abbvie Inc | COM | $341,224 | 1,356 | 0.31% | 0.16% |
Top 25 of 36 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $35.8M | 16.8% |
| High net worth individuals | 61 | $167M | 78.4% |
| Pension and profit sharing plans | 6 | $5.9M | 2.77% |
| Charitable organizations | 5 | $4.3M | 2.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Clayton Brenn | President | CFP | Sep 2010 (16y) | 75% or more |
| Kevin Michael Hartnett | Chief Compliance Officer | CFP | Jun 2020 (6y) | Less than 5% |
| Jacob Paul Wolfman | Registered representative | Mar 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $199M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗