Sentinel Capital Solutions, Inc. (Hagerstown)

Name: Sentinel Capital Solutions, Inc.
Address: 38 South Potomac St, Hagerstown, MD, 21740
Telephone: 3016659038

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.

Sentinel Capital Solutions: assets under management

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 firm manages $19.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.08 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 38% of the total AUM. The second-largest asset type is investment and business development companies, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.

Fees & Commissions

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.

What kind of clients Cort Frederick Meinelschmidt serves?

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.

Careers at Sentinel Capital Solutions, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cort Frederick Meinelschmidt	President/shareholder	1 Jul 2011	25% - 50%	4757304
Chelsea Lynn Miller	Chief operating officer and chief compliance officer/shareholder	1 Jul 2011	Other	5800663
Ryan Leaming Chapin	Shareholder/director	1 Jul 2011	Other	6273859
Wendy Ann Chapin	Shareholder	1 Jul 2011	Other	6273861
Richard Anthony Ellman	Shareholder/director	1 Jul 2011	Other	6273862
Clifford Russell Augst	Shareholder	1 Jul 2011	Other	6273867
John Garmon Lynch	Shareholder	1 Jul 2011	Other	6273868
Samuel Jerry Strouth	Shareholder/director	1 Apr 2012	Other	6273869
Charles Arthur Knott	Co-chief investment officer	1 Jul 2013	Other	716811

Based in Hagerstown

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.