SENTINEL CAPITAL SOLUTIONS
SENTINEL CAPITAL SOLUTIONS, INC. Legal Name
Adviser information for SENTINEL CAPITAL SOLUTIONS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 201 | $23.7M |
| Non-Discretionary | 0 | $0 |
| Total | 201 | $23.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 87 | $16.1M |
| HNW Individuals | 5 | $7.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $375,105 |
| Charitable organizations | <5 | $12,968 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-72565 |
|---|---|
| SEC ERA File Number | 801-72565 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157844 |
| Legal Entity Identifier | None |
Principal Office
38 SOUTH POTOMAC STSUITE 203
HAGERSTOWN
MD
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 3016659038, Fax: 3016659039
Websites
Chief Compliance Officer
CORT F. MEINELSCHMIDT
PRESIDENT
38 SOUTH POTOMAC ST
SUITE 203
HAGERSTOWN
MD
United States
Tel:
3016659038
Fax:
3016659039
C****@***************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEINELSCHMIDT, CORT, FREDERICK | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | 07/2011 | 25-50% |
| MILLER, CHELSEA, LYNN | Individual | – | CHIEF OPERATING OFFICER | 07/2011 | 10-25% |
| CHAPIN, RYAN, LEAMING | Individual | – | SHAREHOLDER/DIRECTOR | 07/2011 | < 5% |
| CHAPIN, WENDY, ANN | Individual | – | SHAREHOLDER | 07/2011 | < 5% |
| ELLMAN, RICHARD, ANTHONY | Individual | – | SHAREHOLDER/DIRECTOR | 07/2011 | < 5% |
| AUGST, CLIFFORD, RUSSELL | Individual | – | SHAREHOLDER | 07/2011 | 10-25% |
| LYNCH, JOHN, GARMON | Individual | – | SHAREHOLDER | 07/2011 | 10-25% |
| STROUTH, SAMUEL, JERRY | Individual | – | SHAREHOLDER/DIRECTOR | 04/2012 | 10-25% |