S
$27.7B Total AUM
$27.6B Disc. AUM
33.0% 3Y CAGR
710 Employees
17,567 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Vertex optimaEagle +more
- Established Date
- 07-10-2015
- Office Locations
- 115
Office Locations
100 Spectrum Center Drive Suite 1240 Irvine CA
1004 N BIG Spring ST STE 107 Midland TX
1010 Wildewood Centre DR STE B Columbia SC
About Sanctuary Advisors, LLC
Sanctuary Advisors supports wirehouse breakaways and established independent advisors through a national partner-firm network, providing practice growth resources, a collaborative community, and access to bespoke investment vehicles. Its open-architecture platform uses a fully integrated, modular tech stack with cybersecurity support and works across major custodians including Schwab and Fidelity, giving advisors flexibility in portfolio construction.
Team overview
46 AVG AGE
$72.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
3.5 yrs AVG TENURE
710 Employees
380 Advisory Reps
380 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vertex North Value ember North Beacon Vector delta
CRM
Beacon
Custodian
Ember glacier Ridge ridge Insight prime Vector momentum Eagle Element atlas
Fund Managers
Pathway
Investment Themes
Fusion delta Vector
Investment Vehicles
Quantum
Platform
Vector Atlas bridge Momentum wave Quantum
Services
Ridge prime Element beacon Optima fusion Element glacier Meridian Delta Prime prime Oak Insight Vital
Technology
Capital Oak vertex Momentum Pathway foundation Prime Foundation insight
Owner & Executives
Kevin P Chase
Chief Compliance Officer
- CRD
- #1626158
- Ownership
- Less than 5%
(203) 225-1017
optima.north@zenithcapital.com
in linkedin.com/in/prime-capital
Kevin Joseph Miller
Chief Legal Officer
- CRD
- #4133001
- Ownership
- Less than 5%
(204) 824-3771
zenith.vital@oakcapital.com
in linkedin.com/in/zenith-momentum
E
Ember unison
Atlas quantum
- CRD
- #34437
- Ownership
- 37.3%
(469) 462-4885
optima.north@atlascapital.com
in linkedin.com/in/atlas-timber
Showing 2 of 3 owners & executives
Unlock allContacts
W
WILLIAM CLARK ABBOTT
--
- CRD
- #6394717
(337) 679-4580
element.harbor@zenithcapital.com
in linkedin.com/in/value-alpha
S
SHWETA NAND AGARWAL
--
- CRD
- #5563357
(464) 352-9572
quantum.pathway@meridiancapital.com
in linkedin.com/in/harbor-quantum
H
Harbor insight
Frontier peak element
- CRD
- #74609
(383) 935-7466
eagle.vital@northcapital.com
in linkedin.com/in/vector-meridian
Showing 2 of 381 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,586,800,000 | $504,532 |
| Non-Discretionary | $109,200,000 | $126,682 |
| Total | $27,696,000,000 | $498,668 |
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Separately Managed Accounts
Total SMA Asset: $27,696,000,000
Equity - Exchange:
62.7% Public Funds:
37.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,793,295,379 | 62.7% |
| Public Funds | $2,256,617,506 | 37.3% |
| Total | $6,049,912,885 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX RADIAL LEGACY | OAK HARBOR | 9TI17JN89 | MVP | 4.10% | $38,645,749 |
| UNISON BEACON OAK | VITAL ELEMENT | IXFAE2UJ1 | GIEXU | 2.42% | $10,256,294 |
| FOCUS EMBER SUMMIT | VECTOR UNISON | RF1YZV2HY | GDQX | 1.40% | $11,523,162 |
| HARBOR MERIDIAN | VITAL VERTEX | 0QRCMPG56 | EMN | 3.22% | $43,944,878 |
| SIGNAL MERIDIAN SUMMIT | MATRIX FRONTIER | VDWQ5OLWX | MCHET | 12.32% | $25,441,030 |
| SUMMIT CREST PATHWAY | BEACON VALUE | 2TC0HX7IP | RZR | 6.80% | $109,006,663 |
| PEAK FUSION | RIDGE SUMMIT | WU2DWJ85V | OWKZ | 11.26% | $78,055,646 |
| CATALYST SUMMIT | VALUE DELTA | 8LCP178YP | CLE | 8.72% | $102,938,798 |