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SANCTUARY ADVISORS, LLC
CRD 226606File 801-99364
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 14, 2026
Feed vintage Oct 1, 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 2120, MIAMI, FL, 33131
- Phone
- 317-975-7729
- Website
- https://sanctuarywealth.com
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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 743 | 770 | increased by27 |
| Jun 1, 2026 | Employees | 739 | 743 | increased by4 |
| May 1, 2026 | Employees | 710 | 739 | increased by29 |
| Apr 1, 2026 | Clients | 17,567 | 19,540 | increased by1,973 |
| Apr 1, 2026 | AUM | $27,696,000,000 | $34,879,400,000 | increased by$7,183,400,000 |
| Apr 1, 2026 | Accounts | 55,540 | 62,617 | increased by7,077 |
| Mar 1, 2026 | Employees | 699 | 710 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 622 | 699 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 345 | 622 | increased by277 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,529 | 17,567 | increased by9,038 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,064,200,000 | $27,696,000,000 | increased by$15,631,800,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25,421 | 55,540 | increased by30,119 |
| Oct 1, 2022 | Employees | 321 | 345 | increased by24 |
| Sep 1, 2022 | Employees | 307 | 321 | increased by14 |
| Aug 1, 2022 | Employees | 303 | 307 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SANCTUARY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANCTUARY ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.