Wealth manager, wrap-program sponsor · Miami, FL
Sanctuary Advisors, LLC
SEC-registered investment adviser · CRD 226606 · SEC 801-99364
At a glance
Sanctuary Advisors, LLC is an SEC-registered investment adviser based in Miami, Florida, with $34.9 billion in regulatory assets under management as of its Form ADV filed September 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 19,025 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 59th of 8,915 wealth managers and 588th of 17,210 SEC-registered advisers by assets.
Main office 317-975-7729sanctuary-global.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $35B
- Rank among wealth managers
- #59 of 8,915
- Rank among all SEC RIAs
- #588 of 17,210
- Rank in Florida
- #20 of 1,090
- Individual clients
- 19,025
- High-net-worth clients
- 4,425
- Accounts
- 62,617
- Discretionary
- 95% of AUM
- Employees
- 770
- Advisory staff
- 396
- Offices
- 84
Owners and executives on its Form ADV
- Robert A. WalterPresident
- Kevin P ChaseChief Compliance Officer
- Kevin J. MillerChief Legal Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Sanctuary Advisors, LLC is a hybrid RIA: 436 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Sanctuary Securities, Inc..
- Sanctuary Securities, Inc. ↗CRD 205
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, June 2026
Its Form ADV brochure (filed September 2026) names Sanctuary Securities as the broker-dealer its advisers are registered with.
Many IARs of SA, LLC are dually registered as investment advisor representatives of SA, LLC and registered representatives of Sanctuary Securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 4,425 | $23B | 66% |
| Individuals | 14,600 | $7.9B | 23% |
| Pension and profit sharing plans | 85 | $2.2B | 6% |
| Corporations or other businesses | 365 | $1.6B | 4% |
| Charitable organizations | 65 | $334M | <1% |
Disciplinary disclosures
Sanctuary Advisors, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sanctuary-global.com ↗
AtlasMembers
The full record on Sanctuary Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 119 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sanctuary Advisors, LLC manage?
Sanctuary Advisors, LLC reports $34.9 billion in regulatory assets under management across 62,617 accounts, 95% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
What kind of firm is Sanctuary Advisors, LLC?
Sanctuary Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Sanctuary Advisors, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($22.9 billion, 4,425 clients); individuals ($7.9 billion, 14,600 clients); pension and profit sharing plans ($2.2 billion, 85 clients).
Does Sanctuary Advisors, LLC have any disciplinary history?
Sanctuary Advisors, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Sanctuary Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →