Sentinel Capital Solutions, Inc. is an investment adviser to an investment company based in Hagerstown. It manages $19.65 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Maryland.
Sentinel Capital Solutions provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sentinel Capital Solutions, Inc. is $19.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 191% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sentinel Capital Solutions, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Cort Frederick Meinelschmidt is individuals with 88 clients and $12.75 million of assets under management. Among the 4 most similar advisory firms, Sentinel Capital Solutions has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $19.65 million for 96 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sentinel Capital Solutions doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Cort Frederick Meinelschmidt has been acting as President since 1 Jul 2011. Charles Arthur Knott joined the executive team most recently as the Co Chief Investment Officer.
The principal office where Sentinel Capital Solutions, Inc. performs its advisory services is located at 38 South Potomac St, Hagerstown, MD 21740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 3016659038 or by fax 3016659039. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at sentinelcapitalsolutions.com.