Sanctuary Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states)

As stated in the firm's Form ADV Part 2A brochure dated April 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$34,879,400,000 as of October 2026, filing dated September 14, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

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, JACKSON HILL & FISH PRIVATE WEALTH ADVISORS, JDK 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, 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

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 770. Performing investment advisory functions: 396.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Goldman Sachs Custody SolutionsNational Financial Services LLCPershing Advisor Solutions LLCPershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

86 other offices, as of the October 2026 filing

Abilene, TXAliso Viejo, CAAustin, TXBend, ORBloomfield Hills, MIBrentwood, TNCarmel, INChampaign, ILChicago, ILCleveland, OHCoeur D'Alene, IDCollege Station, TXColorado Springs, COColumbia, SCColumbus, OHDallas, TXDanville, CADenver, CODes Moines, IADiboll, TXElgin, ILElk City, OKFort Myers, FLFranklin, TNFt. Worth, TXGalveston, TXGlendale, CAGreensboro, NCGreenwich, CTHot Springs Village, ARHouston, TXIndianapolis, INIrvine, CAJackson, MOJersey City, NJKalispell, MTLaredo, TXLawrence, KSLeawood, KSLexington, KYLisle, ILLittleton, COLos Gatos, CALouisville, KYMadison, WIMarion, OHMattoon, ILMcAllen, TXMiami, FLMidland, TXMinnetonka, MNModesto, CAMontgomery, ALMoorestown, NJMorristown, NJNew York, NYNorth Augusta, SCNorth Haven, CTNorthbrook, ILParamus, NJPlano, TXPortsmouth, NHRadnor, PARaleigh, NCSan Antonio, TXSandusky, OHSanta Barbara, CAScottsbluff, NEScottsdale, AZShort Hills, NJShrewsberry, NJSkokie, ILSlidell, LASneads Ferry, NCSouthbury, CTSouthlake, TXSpringfield, MOSt. Louis, MOThe Woodlands, TXToledo, OHTrinity, FLWalnut Creek, CAWestlake Village, CAWilliamsburg, VAWilmington, NCWoodbury, MN

States registered or notice-filed

53 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $6,568,800,000 in the October 2021 data and $34,879,400,000 in the October 2026 data, up 431%.

Total employees: 171 in October 2021 and 770 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Mesa Pointe Wealth.
   • Added the business name Mforce West Texas.
2. September 2026
   • Added the business name Helenia Private Wealth.
   • Changed its office addresses in Littleton, CO.
   • Changed its office addresses in Westlake Village, CA.
3. July 2026
   • No longer lists the business name Nexuspath.
   • Added the business name Pierstone Wealth Management.
   • Added the business name Otley Investment Fiduciary Solutions.
   • Added the business name Nexuspath Wealth.
   • Added the business name Miller Asher Private Wealth.
   • Added the business name Fluens Wealth.
   • Added the business name Creciendo Wealth.
   • Employees performing advisory functions went from 390 to 396.
   • Added an office in Kalispell, MT.
   • Added an office in New York, NY.
   • Added an office in Scottsdale, AZ.
   • Added an office in Westlake Village, CA.
4. June 2026
   • Employees performing advisory functions went from 386 to 390.
   • Added the business name Iron North Private Wealth.
   • Added the business name KZ Private Wealth.
   • Added the business name Nexuspath.
   • No longer lists the business name The Chapa & Salinas Private Wealth Group - Excelsis Global Private Wealth.
   • Changed its office addresses in Chicago, IL.
   • Changed its office addresses in San Antonio, TX.
   • Changed its office addresses in Shrewsberry, NJ.
   • Changed its office addresses in St. Louis, MO.
   • Added an office in Coeur D'Alene, ID.
   • Added an office in Mattoon, IL.
5. May 2026
   • Employees performing advisory functions went from 380 to 386.
   • Added the business name Opt Wealth Management.
   • Added the business name Soteris Private Wealth.
   • Added an office in Lisle, IL.
   • Added an office in Walnut Creek, CA.
6. April 2026
   • Regulatory assets under management went from $27,696,000,000 to $34,879,400,000 (+26%).
7. March 2026
   • Employees performing advisory functions went from 370 to 380.
   • Added the business name West Avenue Private Wealth.
   • No longer lists the business name Auric Private Wealth.
   • Changed its office addresses in Bend, OR.
   • Changed its office addresses in Walnut Creek, CA.
   • Added an office in Greenwich, CT.
8. December 2025
   • Employees performing advisory functions went from 351 to 370.
9. November 2025
   • Added the business name G Squared - the Hardcastle Group.
   • Changed its office addresses in Elk City, OK.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.