San Antonio, TX Austin Hwy Office
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Sanctuary Advisors, LLC
Enterprise
Firm-wide stats for Sanctuary Advisors, LLC
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
Based on Sanctuary Advisors, LLC
Location
1027 Austin Hwy Ste 101
San Antonio TX 78209
Advisors at this office
3
Advisors at this office
Jeanine P
CFP®, Series 65, Series 63
San Antonio, TX
Sanctuary Advisors, LLC
Jeanine Payne is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC since 2025. She was previously self-employed from 2015 to 2020 and has been affiliated with Sanctuary Securities, Inc. since 2020. 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 supports a network of over 400 independent advisors who deliver advice using a range of analytical approaches and manage accounts on both discretionary and non-discretionary bases.
John F
Series 63, Series 65
San Antonio, TX
Sanctuary Advisors, LLC
John Frakes is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services Inc. since 2009. Outside of his advisory role, he is involved in various business ventures including co-ownership of an event center and participation in a wholesale sanitation wipes company, as well as serving on the advisory committee of a local educational fund supporting people experiencing homelessness. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, using multiple analytical approaches and acting as a fiduciary when a written advisory agreement exists.
Celeste R
Series 66
San Antonio, TX
Sanctuary Advisors, LLC
Celeste Reyes Luna is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with UBS Financial Services Inc. since 2009. Sanctuary Advisors, LLC serves a broad mix of clients including individuals, corporations, pension plans, trusts, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment approaches while acting as a fiduciary under written advisory agreements.
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