Sentinel Asset Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 302082
· Wallingford, CT
· www.sentinelassetmanagementllc.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $63.2M
- Discretionary
- $63.2M
- Clients
- 495
- Avg AUM / client
- $128K
- Accounts
- 495
- Employees
- 15
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 495 | $63.2M | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Frederick Warner | Registered representative | CFP Chartered Financial Consultant | Jun 2019 (7y) | |
| Rob Craft | Registered representative | Sep 2021 (5y) | ||
| Ann Marie Warner | Registered representative | Sep 2022 (4y) | ||
| Thomas Gage Arnold | Registered representative | Jan 2025 (2y) | ||
| Elizabeth Manteau | Registered representative | Jan 2026 (1y) | ||
| Jason Robert Mcgee | Registered representative | May 2026 (0y) | ||
| Robert Anthony Young | Registered representative | Jun 2026 (0y) |
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) | 07/15/2026 | 1.13 MB | 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
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗