Sentinel Advisory Group, LLC
● SEC registered since 2025CRD 338121SEC# 801-134809Middleton, WI
Reg. AUM
$320.8M
Employees
10
Accounts
1,089
Location
Middleton, WI
Sentinel Advisory Group, LLC assets under management
Sentinel Advisory Group, LLC is an investment advisory firm registered with the SEC based in Middleton, WI. The firm has been registered since 2025. It reports $320.8 million in regulatory assets under management and employs 10 people.
Sentinel Advisory Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenton Lee Cashore Control | Partner | 25-50% | 2025 |
| Nathan Ford Keeling Control | Partner | 25-50% | 2025 |
| Peter Robert Shulla Control | Partner, Cco | 25-50% | 2025 |
Frequently asked questions
How much does Sentinel Advisory Group, LLC manage?
Sentinel Advisory Group, LLC reports $320.8 million in regulatory assets under management on its Form ADV.
How many employees does Sentinel Advisory Group, LLC have?
Sentinel Advisory Group, LLC reports 10 employees.
Where is Sentinel Advisory Group, LLC located?
Sentinel Advisory Group, LLC is based in Middleton, WI and has been SEC-registered since 2025.
Does Sentinel Advisory Group, LLC disclose fund performance?
Sentinel Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 Aspen Commons, Suite 825, Middleton, WI 53562 |
| Phone | 608-579-9350 |
| Fax | 608-579-9351 |
| Office hours | 8:00 a.m.-5:00 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$320.8MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$320.8Mregulatory AUM
Discretionary $320.8M