Sankala Group Llc
- Regulatory AUM
- $159M
- Discretionary
- $133M
- Clients
- 107
- Avg AUM / client
- $1.5M
- Accounts
- 447
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $20.5M | 12.9% |
| High net worth individuals | 49 | $123M | 77.5% |
| Corporations and other businesses | Fewer than 5 clients | $15.3M | 9.64% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harold A. Hallstein | Managing Partner Cco | Jul 2010 (16y) | 50% – 75% | |
| Thomas Michael Denkenwolf | Partner Cio | Nov 2016 (10y) | 25% – 50% | |
| Peter Schaunaman Burns | Registered representative | Jul 2023 (3y) | ||
| Kate Grace | Registered representative | Jun 2025 (1y) |
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) | 03/04/2026 | 921 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
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Interactive Brokers $39.7M (24% of AUM) Oct 2025
- Charles Schwab & Co. $33.9M (21% 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 04, 2026.
View current Form ADV (SEC/IAPD) ↗