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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · Folio Investments · Goldman Sachs · Pershing · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-10-2015
- Office Locations
- 122
Office Locations
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.
Reported data analysis
What the numbers show
Between November 28, 2025 and June 18, 2026, reported AUM increased 25.9%, from $27.7B to $34.9B.
Across 5 reported observations, AUM increased 189.1% between December 15, 2022 and June 18, 2026, from $12.1B to $34.9B.
Of the latest reported AUM, 95.3% is discretionary and 4.7% is non-discretionary.
The firm reports 396 advisory representatives and 19,540 clients, or 49.3 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 122 reported office locations and 11 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Sanctuary Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Kevin P Chase
Chief Compliance Officer
- CRD
- #1626158
- Ownership
- Less than 5%
Kevin Joseph Miller
Chief Legal Officer
- CRD
- #4133001
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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WILLIAM CLARK ABBOTT
CRPC, Managing Partner
- CRD
- #6394717
SHWETA NAND AGARWAL
Founding Partner, Private Wealth Advisor
- CRD
- #5563357
Showing 2 of 409 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,249,300,000 | $539,088 |
| Non-Discretionary | $1,630,100,000 | $1,734,149 |
| Total | $34,879,400,000 | $557,028 |
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Separately Managed Accounts
SMA allocation detail is available
Sanctuary Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Sanctuary Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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