Sensenig Capital Advisors, Inc.

Sensenig Capital Advisors, Inc. is a Pennsylvania-based investment advisor firm established under the laws of the State of Pennsylvania. The firm offers personalized investment advisory services, including wealth management, asset management, consulting, and recurring consulting services. Wealth management services provided by the firm combine asset management with additional services such as income planning, retirement planning, and estate planning. The firm primarily recommends passively managed mutual funds and may also recommend public real estate investment trusts and commodities index funds. Clients have the option to establish a brokerage account with Charles Schwab Institutional, where the firm has trading authorization on discretionary accounts. The firm manages client assets totaling $188,909,241 as of December 31, 2024, with $181,132,135 managed on a discretionary basis. Fees for wealth management services are based on a percentage of assets under management, with no minimum account value required. Consulting services are offered on an hourly fee arrangement, while recurring consulting services are generally assessed on an annual fixed fee basis. The firm acts as a fiduciary, ensuring fair and full disclosure of all material facts and acting in the best interests of clients. Sensenig Capital Advisors does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients have the ultimate responsibility for proxy voting decisions, and the firm does not vote proxies on their behalf.