SENSENIG CAPITAL ADVISORS, INC.
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About the firm
Sensenig Capital Advisors is a fee-only financial advisory firm located in Collegeville, Pennsylvania, serving clients in the Mid-Atlantic region and across the country. The firm specializes in wealth management, institutional asset management, 401(k) and other company retirement plans, and personal financial planning, backed by 50+ years of cumulative experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, institutional asset management, 401(k) and other company retirement plans, personal financial planning, workplace retirement plans, and solutions for construction and architecture firms and nonprofits.
Who they serve
Individuals, families, and workplaces, including early to mid-career individuals, those approaching or in retirement, business owners, and workplace retirement plan participants in the Mid-Atlantic region and across the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $36M |
| High Net Worth Individuals | 61 | $167M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $5.9M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 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% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SENSENIG CAPITAL ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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