RIA Intel›Advisers›Florida›SANCTUARY ADVISORS, LLC

SANCTUARY ADVISORS, LLC

Advisory

N·MIAMI, FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

$27.7B

1-Year AUM Growth

+35.8%

3-Year CAGR

+49.8%

Employees

380

Assets Under Management

Total AUM$27.7B

Discretionary AUM$27.6B

Non-Discretionary AUM$109M

Discretionary %99.6%

Total Clients17,567

Team

Total Employees380

Investment Advisers710

Employee Growth (1Y)+3.2%

Filing History

Total Filings on Record195

First FilingMay 28, 2015

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 195 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SANCTUARY ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.