Wilmington, NC 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
929 N Front Streeet, Suite 730
Wilmington NC 28401
Advisors at this office
4
Advisors at this office
Eric S
Series 66
Wilmington, NC
Sanctuary Advisors, LLC
Eric Starkey is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience. He previously worked at Bank of America, N.A. and Merrill before joining Sanctuary Advisors in 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisers who deliver customized investment strategies and use a variety of analytical approaches, managing accounts on both a discretionary and non-discretionary basis.
Katherine M
Series 66
Wilmington, NC
Sanctuary Advisors, LLC
Katherine Medina is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Medina serves as Vice President on the board of the Cape Fear Literacy Council and is a member of the CFP Board’s Council on Examinations, contributing as a subject expert for CFP exam development. 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 broad range of investment approaches through a network of over 400 independent advisers and offers both discretionary and non-discretionary account management.
Amy K
Series 66
Wilmington, NC
Sanctuary Advisors, LLC
Amy Kepler is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., where she has worked since 2024. Prior to that, she spent eight years at Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who use various portfolio management approaches and serve both discretionary and non-discretionary accounts.
Michael T
Series 63, Series 66
Wilmington, NC
Sanctuary Advisors, LLC
Michael Tunney is a financial advisor with Sanctuary Advisors, LLC in Wilmington, NC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior experience includes roles at Bank of America, N.A., and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and platforms and operates as a fiduciary when a written advisory agreement is in place.
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