Sensenig Capital Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Sensenig Capital Advisors Inc
CRD #142821
SEC #801-112425
CIK #0002092381
AUM 212.9 M (2026-03-18)
Employees 6 (50% Investors, 0% Brokers)
Fees
Minimum
Phone610-584-9700
Address133 Level Road
Collegeville, PA 19426
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002005201220192027
Fees and Compensation — Form ADV Part 2A (3/18/2026) [Brochure]
Item 5 – Fees and Compensation

In addition to the information provided in Item 4, Advisory Business, this section provides details regarding our
services, fees and compensation arrangements.

Wealth Management Services Fees
We charge for our Wealth Management Services based on a percentage of assets under management.

Fees are billed quarterly in arrears and calculated based on the value of the account as of the end of the preceding
quarter as follows:

Sensenig Capital Advisors, Inc.                    Disclosure Brochure                                            Page 8

                      Portfolio Value                                      Annual Fee
                      First $2 Million                                     1.00%
                      $2,000,001 to 5,000,000                              0.75%
                      $5,000,001 to $10,000,000                            0.50%
                      Over $10,000,000                                     0.25%

Fees are calculated based upon custodian values, as reported through our billing platform. When using a blended
annual fee schedule, our annual investment advisory fee is calculated by applying different rates to different portions
or tiers of the assets under management. Each asset tier shall be assessed a fee percentage in accordance with
the schedule shown above. The cumulative investment advisory fee for the Account shall be a blended rate based
on the applicable percentages applied to each asset tier. To the extent the client’s portfolio includes fee-based
annuities (discussed above), we may include the value of such fee-based variable annuities in our asset-based fee
calculations, as agreed upon with you.

Fees are negotiable based on the complexity of your situation, the composition of your account assets and your
relationship and history with us. You can “aggregate” or “bundle” your household accounts to reach a higher portfolio
value and, therefore, a lower fee.

If an agreement for services is executed mid-period, the initial fee is prorated based on the number of days services
are provided during the first billing period. In addition, if you make additions or withdrawals to your account of
$20,000 or more during a billing period, we make an adjustment to your fee at the end of the billing period. This fee
adjustment is procedurally handled similar to your other advisory fees (i.e., deducted from your account or per a
billing notice).

At your option, fees can be billed directly to you or automatically deducted from your account and paid directly to us
by Schwab. If fees are billed directly, they are due upon receipt of our billing statement. If fees are deducted from an
account, you are required to provide Schwab with written authorization to have the fees deducted from the account
and paid directly to us. If fees are deducted from an account, we send a billing statement to you at approximately the
same time we send one to Schwab. The billing statement shows the amount to be deducted, the manner in which the
fee was calculated, any adjustments to the fee and an explanation of any such adjustments. At least quarterly, you
receive an account statement from Schwab detailing transactions in your account, including advisory fees charged.
You should review the account statements received from Schwab and verify that appropriate advisory fees are being
deducted.

Schwab generally does not charge separately for maintaining custody of your accounts, but may charge brokerage
commissions, transaction fees, and/or block trading fees directly to you. We do not receive any portion of the
commission or fees from either the custodian or from you. In addition, you may incur certain charges imposed by
third parties other than us in connection with investments made through your account, including, but not limited to,
mutual fund sales loads, 12(b)-1 fees and surrender charges, variable annuity fees and surrender charges and IRA
and qualified retirement plan fees. Our fees are separate and distinct from the fees and expenses charged by
investment company securities that may be recommended to you. A description of these fees and expenses are
available in each security prospectus.

Either of us can terminate services at any time by providing written notice to the other party. Termination is effective upon
receipt of the notice. If services are terminated, we charge a prorated fee based on the number of days that services
were provided prior to receiving the termination notice.

Consultation Services Fees
We provide consulting services under an hourly fee arrangement. Consultations can involve a single meeting or
multiple meetings, as clients determine. Fees for services are charged at an hourly rate of $100-$300 per hour and
are negotiable based the complexity of the client’s situation, the actual services requested and their relationship
and history with us. The service fee may be waived at the discretion of the Advisor. Fees are payable upon com-
pletion of the consultations and receipt of our billing statement. If we provide clients with general recommendations

Sensenig Capital Advisors, Inc.                      Disclosure Brochure                                               Page 9

as a part of these consultation services and clients implement those recommendations through us, we may waive
or reduce our consulting fees.

Consultation services terminate upon completion of the consultations. However, either party can terminate services
at any time by providing written notice to the other party. Termination is effective immediately upon receiving the
notice. Clients are responsible for the time expended to the date of termination and we provide a billing statement
detailing the prorated charge due.

Recurring Consulting Services Fees
Our recurring consulting service is a program that is customized for each participating client. The fee charged will
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/18/2026) [Brochure]
Item 7 – Types of Clients

Advisor generally provides investment advice to the following types of clients.

     •     Individuals (including high net worth individuals)
     •     Pension and profit sharing plans
     •     Trusts, estates, or charitable organizations

All clients are required to execute an agreement for services in order to establish a client arrangement with us.

Minimum Investment Amounts Required

Wealth Management Services
There is no minimum amount required to establish or maintain Wealth Management Services.

Recurring Consulting Services

There is no minimum fee required to establish or maintain Recurring Consulting Services.
Sector Form 13F Holdings Value ($M)
Johnson & Johnson 0.4
AbbVie Inc 0.3
Toronto Dominion Bank 0.3
WSFS Financial Corp 0.3
 
 
 
 
 
 
 
Holdings by Sector ($M)
1108866442202025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 73 35.8
(b) Individuals (high net worth individuals) 61 166.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 5.9
(h) Charitable organizations 5 4.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 442 212.9
By Discretionary
Discretionary 421 155.2
Non-Discretionary 21 57.7
Total 442 212.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 212.9
Total 442 212.9
EDGAR Form CIK 2011 - 2026
13F-HR [0002092381]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail, Research
Comparable Firms State AUM
A4 Wealth Advisors LLC
NC 213.7 M
Elite Income Advisors Inc
MD 213.4 M
AO Wealth Advisory LLC
IA 213.2 M
Cygnet Financial Planning Inc
MI 212.9 M
Larry Mathis Financial Planning LLC
AZ 212.8 M
Up Capital Management Inc
212.6 M
Urban Wealth Management Group LLC
212.5 M
Brixton Capital Wealth Advisors LLC
NY 212.4 M
Madrid Wealth Management LLC
NM 212.1 M
Jamison Hanson Advisors LLC
OR 212.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com