Sanctuary Financial Planning, LLC
● SEC registered since 2026CRD 325857SEC# 801-136364
Reg. AUM
$102.2M
Employees
3
Accounts
67
Location
—
Sanctuary Financial Planning, LLC assets under management
Sanctuary Financial Planning, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $102.2 million in regulatory assets under management and employs 3 people.
Sanctuary Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Gregory Charles Control | Founder, Managing Member, Cco | 50-75% | 2023 |
| Sarah Karp Charles Control | Founder & Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does Sanctuary Financial Planning, LLC manage?
Sanctuary Financial Planning, LLC reports $102.2 million in regulatory assets under management on its Form ADV.
How many employees does Sanctuary Financial Planning, LLC have?
Sanctuary Financial Planning, LLC reports 3 employees.
Does Sanctuary Financial Planning, LLC disclose fund performance?
Sanctuary Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (704) 705-8773 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$102.2MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$102.2Mregulatory AUM
Discretionary $41.4MNon-discretionary $60.7M