Ft. Worth, TX Office

Team
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Sanctuary Advisors, LLC

Enterprise

Firm-wide stats for Sanctuary Advisors, LLC

Total advisors

398

Across 130 offices

Clients per advisor

48 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% Typical

About

Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad mix of clients—including individuals (including high‑net‑worth), corporations, pension and profit‑sharing plans, trusts, estates, and charitable organizations—through a network of more than 400 independent investment adviser representatives. Service offerings include portfolio management via Advisor‑Directed programs, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), financial planning, retirement plan consulting (including ERISA 3(21) and 3(38) arrangements), and the selection of other advisers.

The firm delivers advice through IARs who may be dually licensed and who develop their own investment philosophies and strategies subject to firm supervision; accounts can be managed on a discretionary or non‑discretionary basis and may use sub‑advisers, model portfolios, or third‑party managed account platforms (BNY Mellon and Adhesion). Sanctuary employs a range of analytical approaches (fundamental, quantitative, technical) and offers both onshore and offshore SMA solutions, and it acts as a fiduciary when a written advisory agreement exists.

Distinctive features include Sanctuary Wealth’s platform and ownership structure—Sanctuary owns tru Independence and completed the acquisitions of tru Independence Asset Management and TIAM2 on April 30, 2024—and affiliations with firms such as Azimut and Kennedy Lewis that place affiliate products on the platform. The firm also discloses practices that are less common among peers of its size: it may negotiate performance‑based fees and side‑by‑side management for Qualified Institutional Buyers with at least $100 million invested, it automatically enrolls managed accounts in a third‑party class‑action recovery service (clients may opt out), and it maintains multi‑custodian and sweep arrangements (including Goldman Sachs Custody Solutions) with associated custodial‑related revenue‑sharing and soft‑dollar considerations.

Based on Sanctuary Advisors, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Based on Sanctuary Advisors, LLC

Location

1415 Ballinger Street

Ft. Worth TX 76102

Advisors at this office

11

Advisors at this office

user avatar

Erin S

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Erin Smith is a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX, holding a Series 66 designation with 22 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Higginbotham, and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of portfolio management programs and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

David S

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

David Springer is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked as an independent professional golfer for one year. His background also includes academic roles at the University of Missouri and Trinity University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers various portfolio management programs, employs multiple analytical approaches, and acts as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Larry M

Series 63, Series 65

Fort Worth, TX

Sanctuary Advisors, LLC

Larry Milton is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who provide customized investment strategies and portfolio management solutions through various programs and platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Marianne C

ChFC®, Series 65, Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Marianne Carter is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, TX, holding the ChFC® designation along with Series 65 and Series 66 licenses. She has 28 years of industry experience, including roles at Securities America Advisors and National Planning Corporation. Outside of her advisory work, she serves as President of the Chadwick Shores Homeowners Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients through a network of over 400 independent advisers. The firm offers various portfolio management solutions, retirement plan consulting, and employs multiple analytical approaches, functioning as a fiduciary when advisory agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

April B

Series 63, Series 66

Ft. Worth, TX

Sanctuary Advisors, LLC

April Bierle is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously spent 24 years at Merrill before joining Sanctuary Wealth in 2021. Outside of advising, she serves as a notary, notarizing documents in person. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing various analytical approaches and fiduciary practices, and maintains distinctive platform ownership and affiliations.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Joanna H

Series 63, Series 65

Ft. Worth, TX

Sanctuary Advisors, LLC

Joanna Horton is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America and serves as an adjunct professor at Dallas Baptist University, where she teaches business courses. Joanna is also an officer and director of the nonprofit Altrusa of Hot Springs Village. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers tailored portfolio management, retirement plan consulting, and financial planning, utilizing multiple investment strategies and acting as a fiduciary under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Cheryl M

Series 66

Ft. Worth, TX

Sanctuary Advisors, LLC

Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Robert B

Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Robert Brown is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a large network of independent investment adviser representatives using various investment approaches and account types.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Erin B

CFP®, Series 63, Series 66

Fort Worth, TX

Sanctuary Advisors, LLC

Erin Bluske is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC in Fort Worth, TX. She has worked at several firms including NewEdge Advisors, BFS Advisory Group, Mercer Global Advisors, and Personal Capital. Outside of advisory work, she is a managing member of an LLC focused on RV travel planning and related real estate. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses a range of analytical approaches, delivering advice through advisors who develop their own investment strategies under firm supervision.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Bradley B

Series 63, Series 65

Ft. Worth, TX

Sanctuary Advisors, LLC

Bradley Bruce is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Merrill and a decade at Bank of America prior to joining Sanctuary Wealth. He is also a founder of B&B Ventures Inc., a Texas-based firm providing merger and acquisition advisory services. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches through a network of more than 400 independent advisors and provides portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Matt M

CFP®, Series 63, Series 65

Fort Worth, TX

Sanctuary Advisors, LLC

Matt Magee is a CFP® professional affiliated with Sanctuary Advisors, LLC in Fort Worth, TX, with five years of industry experience. His career includes roles at Sanctuary Securities, Inc., WPWealth LLP, Frost Insurance, and Call Box. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various programs and employs multiple analytical approaches, operating both onshore and offshore with fiduciary responsibilities under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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