Sanctuary Advisors, LLC

Sanctuary Advisors, LLC is a registered investment advisor firm established in 2015, based in Indianapolis, Indiana. The firm offers investment advisory services to entities, institutions, and individuals through a network of investment advisor representatives (IARs). Sanctuary Advisors is a wholly owned subsidiary of Sanctuary Wealth Group, LLC. The firm's services include financial planning, portfolio management for individuals and businesses, and portfolio management for institutional clients. Most IARs are dually licensed to offer both investment advisory and brokerage services. Sanctuary Advisors acts as a fiduciary when providing investment advisory services, offering discretionary and non-discretionary services through various programs like Advisor Directed, Separately Managed Accounts (SMAs), and Unified Managed Accounts (UMAs). Clients can request reasonable restrictions on account management. The firm's fee structure is generally a percentage of total assets managed, with a maximum fee of 2.75%. Sanctuary Advisors discloses potential conflicts of interest, such as compensation based on fee revenue generated and the receipt of referral fees. The firm's investment strategies cover a wide range of securities products, including equities, fixed income securities, mutual funds, ETFs, options, and alternative investments. Clients are informed about the risks associated with investing, such as market risks, inflation risks, and economic conditions. Sanctuary Advisors has policies and procedures in place to ensure recommendations are made in the best interest of clients and to address conflicts of interest. Clients can request a full copy of the firm's Code of Ethics and other relevant policies.