Sanctuary Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sanctuary Advisors provides tailored investment advisory services primarily to high‑net‑worth individuals, corporations, and endowment foundations and maintains an account minimum of $1,000,000 (which may be waived). The firm offers ongoing portfolio management and prepares an Investment Policy Statement for each client to guide asset allocation across mutual funds, fixed income, equities, ETFs, insurance products and private placements.
Sanctuary Advisors delivers its services on a non‑discretionary basis, documenting client risk tolerance and restrictions and using model allocations together with individualized recommendations. The firm’s investment process draws on multiple methods — including fundamental, quantitative, technical/charting and modern portfolio theory — and can involve long‑term trading and the use of margin, with regular monitoring and quarterly reporting to clients.
Noteworthy for its peer group, nearly all of Sanctuary Advisors’ reported assets (approximately $191.5 million) are managed non‑discretionarily rather than under advisor trading discretion, placing final trading decisions with clients. The firm’s advisers also maintain broker‑dealer and insurance licenses and disclose that they may offer commissionable products; Sanctuary Advisors requires use of Pershing Advisor Solutions as custodian and may receive research or other soft‑dollar benefits, all of which are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
1.0% annualized
Supervised persons may accept commissions for sale of investment products to clients; commissions are not primary source of advisory compensation.
Account minimum: $1,000,000
Main office
1901 Wazee Street, Unit 607
Denver CO 80202
Advisors at this office
2
Most active in
Arizona · Colorado
Also doing business as
Sanctuary Advisors · Sanctuary Wealth Advisors LLC · Sanctuary Wealth Advisors LLC Dba Sanctuary Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Martin E
Series 63, Series 65
Denver, CO
Sanctuary Advisors
Martin Erzinger is a financial advisor with Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with firms including Geneos Wealth Management and various Sanctuary entities since 2011. Erzinger serves on the boards of the Economic Club of Colorado and Central City Opera. Sanctuary Advisors provides ongoing portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs a multi-method analytical approach and operates on a non-discretionary basis, preparing individualized Investment Policy Statements and recommending diversified allocations across various asset classes.
Karen J
Series 63, Series 65
Denver, CO
Sanctuary Advisors
Karen Jorgensen is a financial advisor at Sanctuary Advisors in Denver, CO, with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Sanctuary Advisors since 2016, alongside prior roles at Geneos Wealth Management and various Sanctuary-related entities. Sanctuary Advisors provides tailored investment advisory services primarily to high-net-worth individuals, corporations, and endowment foundations. The firm manages assets on a non-discretionary basis, using a blend of fundamental, quantitative, technical, and modern portfolio theory approaches to guide personalized investment strategies.
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