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"https://twitter.com/CourtneyJonesSF", "https://twitter.com/MattMelinePF", "https://twitter.com/ParagonPWM", "https://twitter.com/RyanHarris99", "https://twitter.com/SkyPathPW", "https://twitter.com/alteri_6degrees", "https://twitter.com/beaubarrettcfp", "https://twitter.com/bennettgross", "https://twitter.com/ceruleanwealth", "https://twitter.com/conversantwm", "https://twitter.com/courtneyjonessf", "https://twitter.com/evansmaywealth", "https://twitter.com/gsquaredpw", "https://twitter.com/in/matt-magee", "https://twitter.com/lizzieevans_emw", "https://twitter.com/mattmelinepf", "https://twitter.com/rice_barrett", "https://twitter.com/sanctuarywp", "https://twitter.com/theoremwealth", "https://twitter.com/wealthmercer", "https://uplandprivatewealth.com", "https://valorousadvisor.com", "https://velorumwealthmanagement.com", "https://vincitawealth.com", "https://wallswealthmanagement.com", "https://westavenuepw.com", "https://wigandintegratedwealth.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/226606", "disclosure_items": [ { "item": "11.E(2)", "question": "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?" } ], "city_as_filed": "MIAMI", "url": "https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606", "display_name": "Sanctuary Advisors, LLC", "summary": "Sanctuary Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.", "citation": "AdvisorCensus. Sanctuary Advisors, LLC (CRD 226606): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is Sanctuary Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Sanctuary Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees." }, { "q": "How much does Sanctuary Advisors, LLC charge?", "a": "Its Form ADV Part 2A brochure dated April 20, 2026 states: Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Sanctuary Advisors, LLC located?", "a": "Sanctuary Advisors, LLC's principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 86 other offices (Schedule D, Section 1.F)." }, { "q": "Is Sanctuary Advisors, LLC registered with the SEC or a state?", "a": "Sanctuary Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226606." }, { "q": "How much does Sanctuary Advisors, LLC manage?", "a": "Sanctuary Advisors, LLC reports $34,879,400,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (95% discretionary)." }, { "q": "How have Sanctuary Advisors, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Sanctuary Advisors, LLC: 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. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Sanctuary Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14,600); high net worth individuals (4,425); corporations or other businesses not listed above (365)." }, { "q": "Which custodians does Sanctuary Advisors, LLC use?", "a": "Sanctuary Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Goldman Sachs Custody Solutions, National Financial Services LLC, Pershing Advisor Solutions LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Sanctuary Advisors, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226606" }, { "q": "What changed in Sanctuary Advisors, LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: No longer lists the business name Mesa Pointe Wealth. Added the business name Mforce West Texas." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 6568800000.0, "total_employees": 171, "filing_date": "2021-09-08" }, { "period": "2022-10-01", "regulatory_assets_under_management": 12064200000.0, "total_employees": 345, "filing_date": "2022-09-14" }, { "period": "2023-10-01", "regulatory_assets_under_management": 16220200000.0, "total_employees": 559, "filing_date": "2023-10-04" }, { "period": "2024-10-01", "regulatory_assets_under_management": 22024300000.0, "total_employees": 633, "filing_date": "2024-09-13" }, { "period": "2025-10-01", "regulatory_assets_under_management": 27696000000.0, "total_employees": 660, "filing_date": "2025-07-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 34879400000.0, "total_employees": 770, "filing_date": "2026-09-14" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "No longer lists the business name Mesa Pointe Wealth.", "Added the business name Mforce West Texas." ] }, { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Added the business name Helenia Private Wealth.", "Changed its office addresses in Littleton, CO.", "Changed its office addresses in Westlake Village, CA." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "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." ] }, { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "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." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "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." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $27,696,000,000 to $34,879,400,000 (+26%)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "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." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Employees performing advisory functions went from 351 to 370." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Added the business name G Squared - the Hardcastle Group.", "Changed its office addresses in Elk City, OK." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated April 20, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "2.75% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 2.75% of assets a year (the maximum the brochure states)" ], "quotes": [ "In no event shall the maximum fee exceed 2.75% for the total portfolio assets committed to the IAR. Fees are negotiated on an individual basis at the time of the engagement for such services." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 2.75, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "In no event shall the maximum fee exceed 2.75% for the total portfolio assets committed to the IAR. Fees are negotiated on an individual basis at the time of the engagement for such services." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Goldman Sachs Custody Solutions", "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS", "affiliated": false }, { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false }, { "name": "Pershing Advisor Solutions LLC", "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC", "affiliated": false }, { "name": "Pershing LLC", "name_as_filed": "PERSHING LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 14600, "fewer_than_5": false, "raum": 7887000000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 4425, "fewer_than_5": false, "raum": 22897600000.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 85, "fewer_than_5": false, "raum": 2202500000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 65, "fewer_than_5": false, "raum": 334400000.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 365, "fewer_than_5": false, "raum": 1557900000.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/226606", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }