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Sanctuary Advisors

SEC-registered adviser since 2015Miami, FLCRD 226606

$34.9B
AUM
19,540
Clients
See fees
Fee
396
Advisory staff

From Form ADV filed 14 September 2026 · data retrieved 15 October 2026SEC record

Sanctuary Advisors is an investment adviser headquartered in Miami, Florida, and registered with the SEC since 2015. Its clients include high-net-worth individuals, other individuals, and pension and profit-sharing plans. High-net-worth individuals account for 66% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Sanctuary Wealth Group LLC owns 75% or more of Sanctuary Advisors.

Clients

Sanctuary Advisors serves 19,540 clients, 4,425 of them high-net-worth individuals. The average client has about $1.8 million with the firm, and high-net-worth clients hold 66% of its $34.9 billion in assets.

Regulatory assets by client type
  • Individuals14,600 clients23%
  • High-net-worth individuals4,425 clients66%
  • Pension and profit-sharing plans85 clients6%
  • Corporations and other businesses365 clients4%
  • Charitable organizations65 clients1%
Show client breakdown
Individuals (other than HNW)
Clients
14,600
Regulatory AUM
$7,887,000,000
Share
22.6%
Avg. per client
$540K
High-net-worth individuals
Clients
4,425
Regulatory AUM
$22,897,600,000
Share
65.6%
Avg. per client
$5.17M
Pension and profit-sharing plans
Clients
85
Regulatory AUM
$2,202,500,000
Share
6.3%
Avg. per client
$25.9M
Charitable organizations
Clients
65
Regulatory AUM
$334,400,000
Share
1.0%
Avg. per client
$5.14M
Corporations and other businesses
Clients
365
Regulatory AUM
$1,557,900,000
Share
4.5%
Avg. per client
$4.27M

Total

Clients
19,540
Regulatory AUM
$34,879,400,000
Share
100%
Avg. per client
$1.79M

What it does

Sanctuary Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. It is paid through a percentage of assets, hourly charges, fixed fees and performance-based fees.

Sanctuary Advisors provided financial planning to 101–250 clients last fiscal year and advises no private funds.

95.3% of assets ($33.25B across 61,677 accounts) are managed with discretion; $1.63B across 940 accounts are not. $22.03B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks85%
  • Funds15%

Custodians

Sanctuary Advisors’ client accounts are held mainly at Pershing, with 40% of managed assets, and Charles Schwab, with 35%. Sanctuary Advisors has custody of $13.14B for 15,415 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $12.38B35%
  • FidelityNational Financial Services LLC · Boston, MA · $4.29B12%
  • PershingPershing Advisor Solutions LLC · Jersey City, NJ · $2.62B8%
  • PershingPershing LLC · Jersey City, NJ · $14.01B40%
  • Folio InvestmentsFolio Investments, Inc. · McLean, VA · $203.5M1%
  • All other custodians$1.38B4%

Ownership and leadership

Sanctuary Wealth Group LLC owns 75% or more of Sanctuary Advisors.

Who owns the firm
Sanctuary Advisors, LLC· the adviser

  • Sanctuary Wealth Group LLC

    Control person · since January 2015

    Owns 75% or more of Sanctuary Advisors, LLC

Leadership

  • Robert Walter
    President
  • Kevin Chase
    Chief Compliance Officer
  • Kevin Miller
    Chief Legal Officer

Staff

  • 770 employees
  • 396 in advisory functions
  • 396 state-registered reps
  • 436 broker-dealer reps
  • 251 insurance agents
  • 15 soliciting firms

Fees

Sanctuary Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees.

Sanctuary Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Sanctuary Advisors has 83 offices, with 100 listed addresses across 32 states.

Listed office addresses by state

Florida · 4 listed addresses

  • 1450 Brickell Avenue, Suite 2120, MiamiHQ
  • 1450 Brickel Avenue, Miami
  • 1805 Cypress Brook DR, Trinity
  • 12800 University Drive, Fort Myers

Other business names

Sanctuary Advisors has reported 111 other business names to the SEC.

  • 1280 Financial Partners
  • 18forty8 Private Wealth
  • 401k Plan Advisor
  • 6 Degrees Wealth
  • Acorn Advisors Group
  • Alfa Advisory
  • Alluvial Private Wealth
  • Arras Wealth Management
  • Auric Capital Partners
  • Ausperity Private Wealth
  • Bowersock Capital Partners
  • Burnham Harbor Private Wealth
  • Cape Rock Private Wealth
  • Carpion Private Wealth
  • Cedar Gap Wealth Management
  • Centel Wealth Advisory
  • Centeras Private Wealth
  • Cerulean Private Wealth Advisors, LLC
  • Chadwick Bay Investments
  • Chappell Wealth Management
  • Claybourn Frakes
  • Concenture Wealth Management
  • Conversant Wealth Management
  • Cooke Financial Group LLC
  • Coppersky Wealth
  • Creciendo Wealth
  • Credo Wealth Management, LLC
  • Crescent Harbor Private Wealth
  • Crescent Pine Family Office Group
  • Crosswaters Wealth Management
  • DC Hill Wealth Management
  • Diagonal Investment Office
  • Dial Square Private Wealth
  • Eclipse Private Wealth Management
  • Ensconce Wealth Partners
  • Evans May Wealth
  • Famiglia Wealth
  • Fluens Wealth
  • Fuentes-Hondermann Wealth Management
  • G Squared - the Hardcastle Group
  • G Squared Private Wealth
  • GFC Planning
  • Glomb Private Wealth
  • Green Wealth Management Group
  • Helenia Private Wealth
  • Hereditas Wealth Management
  • Hillguard Wealth Management
  • Iron North Private Wealth
  • Iterhic Wealth Advisors
  • JDK Wealth Advisors
  • Jackson Hill & Fish Private Wealth Advisors
  • KZ Private Wealth
  • Leblanc Financial Group
  • Lions Wealth Partners
  • M&K Legacy Wealth
  • Mackie & Waller Wealth Management
  • Marble Wealth
  • Marksman Wealth Management
  • Mercer Wealth Management
  • Mforce Capital
Show all 111 names
  • Mforce Capital - Fossil Rock Private Wealth
  • Mforce Capital Arkansas, Marriott Wealth Advisors
  • Mforce West Texas
  • Miller Asher Private Wealth
  • Monroe Financial Group
  • Muirwood Private Wealth
  • Navasync Private Wealth
  • Newspring Wealth Partners
  • Nexuspath Wealth
  • Noble Wealth Partners
  • Noblevest Private Wealth
  • Opt Wealth Management
  • Otley Investment Fiduciary Solutions
  • Otley Private Wealth Management
  • Paragon Private Wealth Management
  • Pierstone Wealth Management
  • Praetego Private Wealth
  • Prairiefire Wealth Planning
  • Questar Capital Partners
  • Quorum Private Wealth
  • Rha Wealth
  • Ricebarrett Family Wealth
  • Rocket Finance
  • Saige Private Wealth
  • Sanctuary Asset Management
  • Sanctuary Global
  • Sanctuary Global (miami)
  • Sanctuary Insurance Solutions
  • Sanctuary Wealth Advisors
  • Sanctuary Wealth Group
  • Skypath Private Wealth
  • Smithberg Wealth
  • Soteris Private Wealth
  • Southern Oak Wealth Group
  • Tenet Wealth Partners
  • The Guerrero Private Wealth Group - Excelsis Global Private Wealth
  • The Longo Group
  • The Lopez Private Wealth Group - Excelsis Global Private Wealth
  • The Mancusi Group
  • The Orodica & De La Garza Private Wealth Group - Excelsis Global Private Wealth
  • The Perez Private Wealth Group - Excelsis Global Private Wealth
  • Theorem Wealth Management
  • Tova Wealth
  • Upland Private Wealth
  • Valorous Advisors
  • Velorum Wealth Management
  • Vincita Investment Partners
  • Voss Genelly Group
  • Walls Wealth Management
  • West Avenue Private Wealth
  • Wigand Integrated Wealth

Registration details

Legal name
Sanctuary Advisors, LLC
Headquarters
1450 Brickell Avenue, Suite 2120, Miami, FL 33131
Phone
317-975-7729
Website
Not reported
SEC file
801-99364
Structure
Indiana LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Sanctuary Advisors have?

Sanctuary Advisors has 19,540 clients and manages $34.9 billion for them, as of September 2026. They include 14,600 other individuals, 4,425 high-net-worth individuals and 365 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026

What services does Sanctuary Advisors offer?

Sanctuary Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Sanctuary Advisors use?

Sanctuary Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $14,005,000,000, Charles Schwab & Co., Inc. (San Francisco, CA), with $12,381,300,000, National Financial Services LLC (Boston, MA), with $4,286,000,000, Pershing Advisor Solutions LLC (Jersey City, NJ), with $2,624,500,000 and Folio Investments, Inc. (McLean, VA), with $203,500,000. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026

How many financial advisors does Sanctuary Advisors have?

Sanctuary Advisors has 396 investment adviser representatives registered with state securities authorities, out of 770 employees, and 396 perform investment advisory functions. 436 are registered representatives of a broker-dealer and 251 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Sanctuary Advisors invest in?

At the end of its last fiscal year, Sanctuary Advisors’ separately managed accounts held 85% exchange-traded equities and 15% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Sanctuary Advisors?

Sanctuary Advisors is owned through a chain of holding companies by Azimut Holdings S.p.a. Its direct owner is Sanctuary Wealth Group LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026

How does Sanctuary Advisors get paid?

Sanctuary Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 14 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 226606.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Sanctuary Advisors, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.