SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sanctuary Advisors, LLC
Miami, FL
CRD 226606
Firm filing updated September 14, 2026 ·
- $34.9BAssets
- 19,540Clients
- 396Advisory staff
- 62,617Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals14,600
- High net worth individuals4,425
- Corporations or other businesses365
- Pension and profit sharing plans85
- Charities65
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 14,600 | $7.9 billion |
| High net worth individuals | 4,425 | $22.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 85 | $2.2 billion |
| Charitable organizations | 65 | $334.4 million |
| Corporations or other businesses not listed above | 365 | $1.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- 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 advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$34.9 billion
- Accounts62,617
- Discretionary$33.2 billion · 61,677 accounts
- Non-discretionary$1.6 billion · 940 accounts
People
- Employees770
- Advisory staff396
- Broker-dealer reps436
- Licensed insurance agents251
- Planning clients101 to 250
Advisors
243 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 226606, SEC file 801-99364.
- Registered with the SEC as an investment advisor (status date on record: July 10, 2015).
Is Sanctuary Advisors, LLC a fiduciary?
Short answer: Sanctuary Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 436 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
251 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.