Sanctuary Advisors, LLC

Sanctuary Advisors, LLC (CRD# 226606) is a financial advisory firm headquartered in Indianapolis, IN. They manage $2,359,096,958 in 4,593 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,359
    MILLION
  • Total Number of Accounts
    4,593
    ACCOUNTS
  • Average Account Value
    $513,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sanctuary Advisors, LLC
Showing 1 - 10 of 83 top financial advisors.
1
Jeannette A. Adcock
CRD#: 1432053
250 W, 96th St., #300, Indianapolis, IN 46260

Jeannette Adcock (CRD# 1432053) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 33 years of experience in the finance industry.

2
James Allen
CRD#: 2287824
250 W, 96th St., #300, Indianapolis, IN 46260

James Allen (CRD# 2287824) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 27 years of experience in the finance industry. James Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marcia A. Arnheim
CRD#: 1404002
209 S Lasalle Street, Chicago, IL 60604

Marcia Arnheim (CRD# 1404002) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Chicago, IL and has over 30 years of experience in the finance industry. Marcia Arnheim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Beau M. Barrett
CRD#: 3198892
250 West 96th Street, Suite 300, Indianapolis, IN 46260

Beau Barrett (CRD# 3198892) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 20 years of experience in the finance industry. Beau Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lowry H. Bayley
CRD#: 15409
209 S Lasalle Street, Chicago, IL 60604

Lowry Bayley (CRD# 15409) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Chicago, IL and has over 40 years of experience in the finance industry.

6
Frank H. Becherer
CRD#: 1295252
209 S Lasalle Street, Chicago, IL 60604

Frank Becherer (CRD# 1295252) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Chicago, IL and has over 35 years of experience in the finance industry.

7
Philip A. Benavides
CRD#: 6047700
250 W, 96th St., #300, Indianapolis, IN 46260

Philip Benavides (CRD# 6047700) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry.

8
Stephen E. Bishop
CRD#: 2835092
250 W. 96th St., Suite 300, Indianapolis, IN 46260

Stephen Bishop (CRD# 2835092) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

9
Jennifer C. Blackwell
CRD#: 5135291
5205 Maryland Way, Suite 320, Brentwood, TN 37027

Jennifer Blackwell (CRD# 5135291) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Brentwood, TN and has over 13 years of experience in the finance industry.

10
Kathrine J. Calahan
CRD#: 5393492
209 S Lasalle Street, Chicago, IL 60604

Kathrine Calahan (CRD# 5393492) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Chicago, IL and has over 8 years of experience in the finance industry. Kathrine Calahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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