Sentinel Advisory Group, LLC: new SEC registration, $321M AUM, Middleton, WI
Sentinel Advisory Group, LLC (Middleton, Wisconsin): new SEC registration, $321M AUM, Middleton, WI. Its amount of 321 is above the median of 135 (80th percentile). Dated 338 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 321 · 80th percentile of 1,225 NewRiaPulse records · 2.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sentinel Advisory Group, LLC |
| Legal name | Sentinel Advisory Group, LLC |
| CRD | 338121 |
| Status | Approved |
| Registered with the SEC | 2025-12-02 |
| Latest Form ADV filing | 2026-03-02 |
| Location | Middleton, WI, United States |
| Regulatory AUM | $320,751,824 |
| Accounts | 1089 |
| Employees | 10 |
| Website | https://www.instagram.com/sentineladvisorygroup/ |
| amount percentile | 80th of 1,225 (median 135, 2.4x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-02
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Paladin Partners · Fiduciary Financial Planning Network · Sycamore Investment Consulting Services, LLC · Cmg Wealth Advisors LLC · Central Wealth Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Sentinel Advisory Group, LLC and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Sentinel Advisory Group, LLC's amount: 80th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $321M under management.
- Website on file.
What is the NewRiaPulse record for Sentinel Advisory Group, LLC in Middleton, Wisconsin?
Sentinel Advisory Group, LLC received SEC registration as an investment adviser (2025-12-02) with $320,751,824 in regulatory assets under management, based in Middleton, WI.
How does Sentinel Advisory Group, LLC compare to other Wisconsin NewRiaPulse records?
Its amount of 321 sits in the upper half (80th percentile) of 1,225 records; the median is 135. It is 338 days old; check the official source for later updates before acting.
Sentinel Advisory Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sentinel Advisory Group, LLC | Middleton, WI | 321 | 80th | 2025-12-02 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.