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SANCTUARY ADVISORS, LLC
CRD 226606File 801-99364
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$34.88B
Top 10% of cohort (national)
Discretionary AUM
$33.25B
Non-discretionary $1.63B
Clients
19,540
62,617 accounts
Employees
770
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 10, 2015
- Principal office
- 1450 BRICKELL AVENUE, SUITE 2610, MIAMI, FL, 33131
- Phone
- 317-975-7729
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $34.88B
- Discretionary AUM
- $33.25B
- Non-discretionary AUM
- $1.63B
- Discretionary accounts
- 61,677
- Non-discretionary accounts
- 940
- Total accounts
- 62,617
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 365 | $1.56B |
| Charitable organizations | 65 | $334.4M |
| High net worth individuals | 4,425 | $22.90B |
| Pension and profit sharing plans | 85 | $2.20B |
| Individuals (other than high net worth individuals) | 14,600 | $7.89B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.