Sentinel Advisory Group, Llc
- Regulatory AUM
- $321M
- Discretionary
- $321M
- Clients
- 381
- Avg AUM / client
- $842K
- Accounts
- 1,089
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 284 | $125M | 39.1% |
| High net worth individuals | 95 | $195M | 60.8% |
| Charitable organizations | 2 | $276K | 0.09% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cary Armin Grunder | Registered representative | Chartered Financial Consultant | Dec 2025 (1y) | |
| Michael Jon Harmelink | Registered representative | CFA | Dec 2025 (1y) | |
| Brenton Lee Cashore | Registered representative | Dec 2025 (1y) | ||
| Karly Jo Costanzo | Registered representative | CFP | Dec 2025 (1y) | |
| Nathan Ford Keeling | Registered representative | CFP Chartered Financial Consultant | Dec 2025 (1y) | |
| Peter Robert Shulla | Registered representative | Dec 2025 (1y) | ||
| Kelsee Rose Guest | Registered representative | Jan 2026 (1y) |
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) | 03/02/2026 | 900 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $321M (100% 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 02, 2026.
View current Form ADV (SEC/IAPD) ↗