SANCTUARY ADVISORS

RIASEC RegisteredEst. 2020
Total AUM
$192M
Discretionary
$0
0% of AUM
Avg account
$4.1M
Accounts
47
Employees
2
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
285428
Registered since
April 1, 2020
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals81.49%
  • Charitable Organizations10.07%
  • HNWI8.44%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sanctuary Advisors is an independent, owner-operated registered investment adviser formed as an LLC and active since 2020. The firm serves high-net-worth individuals and families, focusing on portfolio management for individuals and small businesses and the selection of third-party advisers. Sanctuary operates chiefly as a capital allocator: it builds client portfolios using both pooled public funds and selected external managers, and it also places capital into private offerings and commodity exposures when appropriate. Sanctuary charges a mix of AUM-based fees and fixed fees and does not position itself as an ESG investor. In 2026 the firm was named one of “50 RIA Firms to Watch” by AdvisorHub.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 41%, State & Local Bonds 6%, Cash & Cash Equivalents 3%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities41%
  • State & Local Bonds6%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • KAREN JORGENSEN

    Office ManagerCRD 1504873

  • MARTIN ERZINGER

    Founding MemberCRD 713979

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1901 Wazee St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth