Sensus Investment Management Group Llc
- Regulatory AUM
- $65.9M
- Discretionary
- $7.1M
- Clients
- 7
- Avg AUM / client
- $9.4M
- Accounts
- 8
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $65.9M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Western Carriers, Inc. Profit Sharing Plan Western Carriers, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boaz Witelson | Managing Member / Chief Compliance Officer | Dec 2007 (19y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Western Carriers, Inc. Profit Sharing Plan | Western Carriers, Inc. | 815 | $41.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $48.1M (73% of AUM) Mar 2026
- Fidelity Distributors Company Llc $7.9M (15% of AUM) Jun 2020
- Reliance Trust Company $7.6M (12% of AUM) Mar 2026
- Interactive Brokers $7.1M (11% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $6.4M (14% of AUM) Mar 2019
- Mg Trust Company $1.7M (3% of AUM) Mar 2026
- Manulife John Hancock Brokerage Services Llc $1.3M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗