Caleb Matthew Ulmer
Investment adviser representative at Sanctuary Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$34.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Sanctuary Advisors, LLCOct 2024 to now
- Sanctuary Securities, Inc.Oct 2024 to now
- Located At Park National BankFeb 2020 to now
- Park National BankFeb 2019 to now
- United BankFeb 2019 to now
- Raymond James Financial Services Advisors Inc.Mar 2019 to Jul 2023
- Raymond James Financial Services, Inc.Mar 2019 to Jul 2023
- The Huntington Investment CompanyJul 2018 to Feb 2019
- The Huntington National BankJul 2018 to Feb 2019
- AXA Advisors, LLCApr 2018 to May 2018
- UnemployedDec 2017 to Apr 2018
- United BankMay 2012 to Dec 2017
- StudentJan 2008 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Sanctuary Advisors, LLC
$34.9BAssets managed
19,540Clients
400Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6900560
- Firm CRD
- 226606