Sensenig Capital Advisors, Inc. (Collegeville)

Name: Sensenig Capital Advisors, Inc.
Address: 100 Springhouse Drive, Collegeville, PA, 19426
Telephone: 610-584-9700

Sensenig Capital Advisors, Inc. is a large advisory firm based in Collegeville. It manages $123.38 million of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Michigan, New Jersey, and Pennsylvania.

Sensenig Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sensenig Capital Advisors: assets under management

The assets under management (AUM) of Sensenig Capital Advisors, Inc. is $123.38 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.26 million in discretionary accounts and $53.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $264.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.06 million.

Investments

The firm invests in investment and business development companies the most. They account for 52% of the total AUM. The second-largest asset type is exchange traded securities, which make up 43% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sensenig Capital Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Carl Benjamin Sensenig serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Carl Benjamin Sensenig is high net worth individuals with 24 clients and $71.32 million of assets under management. Among the 9 most similar advisory firms, Sensenig Capital Advisors has the 4th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $115.87 million for 114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sensenig Capital Advisors doesn't advise any private funds.

Careers at Sensenig Capital Advisors, Inc.

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Carl Benjamin Sensenig has been acting as President since 1 Jan 2007. Jeremy Clayton Brenn joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carl Benjamin Sensenig	President	1 Jan 2007	Other	2148974
Jeremy Clayton Brenn	Vice president/chief compliance officer	1 Jan 2012	75% - 100%	5540143
Jeremy Clayton Brenn	President/chief compliance officer	1 Jun 2019	75% - 100%	5540143

Based in Collegeville

The principal office where Sensenig Capital Advisors, Inc. performs its advisory services is located at 100 Springhouse Drive, Collegeville, PA 19426 The mailing address of the firm is 100 Springhouse Drive, Collegeville, PA 19426. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-584-9700 or by fax 610-577-2899. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sensenigcapital.com.