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Firm profile

Sanctuary Advisors, LLC

MIAMI, FLCRD 226606Latest ADV May 14, 2026

Sanctuary Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 22, 2026, reports $34.9B in regulatory assets under management, 739 employees, 83 offices, and 62,617 accounts.

Assets Under Management
$34.9B
Employees
743
Offices
83 offices
Total Clients
19,540
Primary office
MIAMI, FL
1450 BRICKELL AVENUE, SUITE 2610, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKevin P. Chase

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.7% of total clients.
Top client categories% of clientsClients
1
Individuals
74.7%
14,600
2
HNWI
22.6%
4,425
3
Corporations
1.9%
365
4
Pension Plans
0.4%
85
5
Charitable
0.3%
65

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$34.9Bas of May 14, 2026
Discretionary95.3%
$33.2B
95% of total RAUM95.3%
Non-discretionary4.7%
$1.6B
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$34.9B
Total Accounts62,617
10Y AUM Change+$33.2B (+1995.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees743
Clients per Employee26:1
10Y Employee Change+637 (+600.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.