$102.2M Total AUM
$41.4M Disc. AUM
-- 3Y CAGR
3 Employees
68 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2023
- Office Locations
- 2
Office Locations
-- Charlotte NC
-- Chesapeake VA
About Sanctuary Financial Planning, LLC
Sanctuary Financial Planning, LLC is a Charlotte-based RIA with 2 offices. The firm has been operating for 3 years. Managing $102.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$51.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
3yrs Firm Age
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CRM
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Custodian
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Investment Themes
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Technology
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Owner & Executives
JAMES GREGORY CHARLES
Chief Compliance Officer, Financial Advisor, FOUNDER, Managing Member
- CRD
- #1785950
- Ownership
- 50% but less than 75%
Available
Available
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SARAH KARP CHARLES
Founder, Managing Member, Managing Principal
- CRD
- #5461219
- Ownership
- 50% but less than 75%
Available
Available
Available
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Alex Joseph Mathews
--
- CRD
- #8094622
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,426,897 | $702,151 |
| Non-Discretionary | $60,746,109 | $7,593,264 |
| Total | $102,173,006 | $1,524,970 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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