Investment adviser · CRD 157844
SENTINEL CAPITAL SOLUTIONS
Investment adviser filing (IA)
SENTINEL CAPITAL SOLUTIONS, INC.
HAGERSTOWN, MD, United States · Form ADV filed Mar 27, 2024
- Regulatory AUM
- $23.7M Form ADV · Item 5.F
- Client accounts
- 201 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 87 | $16,055,239 | 67.7% |
| High-net-worth individuals | 5 | $7,285,982 | 30.7% |
| Retirement plans | Fewer than 5 | $375,105 | 1.6% |
| Charities | Fewer than 5 | $12,968 | 0.1% |
| Investment companies | 1 | $0 | 0.0% |
Filing source
Form ADV 1842741 · Mar 27, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2024. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets
Principal office
38 SOUTH POTOMAC ST, SUITE 203HAGERSTOWN, MD, 21740, United States
CRD 157844
Filing source
Form ADV 1842741 · Mar 27, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.