Jacob Wolfman
Sensenig Capital Advisors · Collegeville, Pennsylvania
Jacob Wolfman is a fee-only financial advisor at Sensenig Capital Advisors in Collegeville, Pennsylvania. Sensenig Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sensenig Capital Advisors |
|---|---|
| Based in | Collegeville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $212.9M across 442 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7690587 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sensenigcapital.com |
How Jacob's firm compares
- Sensenig Capital Advisors's average account is about $482,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Jacob
Is Jacob Wolfman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Sensenig Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Sensenig Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Wolfman based?
Jacob Wolfman is based in Collegeville, Pennsylvania.
Is Jacob Wolfman registered with the SEC?
Yes. Jacob Wolfman is registered as an investment adviser representative in PA (CRD 7690587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sensenig Capital Advisors manage?
Sensenig Capital Advisors reports $212.9M across 442 accounts in assets under management.
How do I contact Jacob Wolfman?
Through Jacob's website, www.sensenigcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Collegeville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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