Bank / Wealth / Trust

Updated:

Sentinus

Sentinus opened in 2012 as a registered investment advisor in Oak Brook, Illinois. The firm was founded by Trevor M. Ashmun, though details of his prior career...

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Sentinus

Sentinus opened in 2012 as a registered investment advisor in Oak Brook, Illinois. The firm was founded by Trevor M. Ashmun, though details of his prior career or the specific wealth-origin event that seeded the practice remain part of the firm's private client record. The advisory structures itself around comprehensive wealth management for high-net-worth individuals, families, and related entities including private trusts and corporations. Sentinus frames its investment process around portfolio management and integrated estate planning, serving as a fiduciary rather than an asset gatherer. The firm's regulatory filings confirm a broad advisory mandate spanning equities, fixed income, and alternative allocations, with client portfolios shaped by individual risk tolerance and multi-decade wealth-transfer objectives. The geographic base in suburban Chicago anchors a clientele that concentrates in the Midwest, though the firm reports advising entities beyond Illinois. Sentinus operates without publicizing asset totals or headcount — standard for a closely held RIA serving a discreet client base. The firm's Form ADV records indicate a lean advisory team that functions as an outsourced family-office function for clients, coordinating estate attorneys and tax professionals alongside direct portfolio oversight. No formal club memberships, philanthropic vehicles, or adjacent investment partnerships are disclosed. What distinguishes Sentinus is the advisor-as-general-contractor model: estate planning, tax coordination, and investment management all sit under one advisory roof rather than being referred out. For clients, the structural promise is continuity across generations — the RIA persists beyond the liquidity event and doesn't require a family to build its own office infrastructure.

General information

Firm type

Bank / Wealth / Trust

Year founded

2012

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Oak Brook

Corporate office

Oak Brook, IL, United States

Frequently asked questions

Who runs investment decisions at Sentinus?

Trevor M. Ashmun leads the firm as its founder and principal. Sentinus operates with a boutique advisory structure where portfolio decisions flow through its internal investment committee, though individual client mandates shape final allocations. The firm has not publicly disclosed other named investment personnel.

How does Sentinus integrate estate planning with investment management?

Sentinus coordinates legal, tax, and investment advisory services directly — rather than referring clients to outside professionals — which keeps wealth-transfer strategy aligned with portfolio construction. This advisor-as-general-contractor model is uncommon among RIAs of comparable size and is the core of the firm's pitch to multi-generational families.

Is Sentinus a single-family office or does it serve multiple clients?

Sentinus is a registered investment advisor serving multiple high-net-worth individuals, families, and related entities. It functions as an outsourced family-office function for its clients but is not tied to a single family's wealth. The firm's trust and estate integration creates a single-family-office feel without the overhead.

Does Sentinus participate in fund commitments or only direct investment management?

Public filings indicate Sentinus constructs portfolios across equities, fixed income, and alternative assets without distinguishing between direct securities, funds, or structured products. The firm's client-driven approach typically means allocations are bespoke per relationship rather than pooled into house funds.

Which geographic market does Sentinus primarily serve?

Sentinus is based in Oak Brook, Illinois, a suburb west of Chicago that is a center for privately held wealth and family businesses. While its core clientele concentrates in the Midwest, the firm reports advising entities beyond Illinois, consistent with a book of business built on professional networks rather than geography.

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