SANCTUARY ADVISORS
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 285428
- Registered since
- April 1, 2020
- Website
- www.sanctuaryadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities41%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Contacts
2 of 2KAREN JORGENSEN
Office ManagerCRD 1504873
MARTIN ERZINGER
Founding MemberCRD 713979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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