# SANCTUARY ADVISORS, LLC

SANCTUARY ADVISORS, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 226606
- Type: SEC-registered investment adviser
- SEC file number: 801-99364
- Location: 1450 BRICKELL AVENUE, SUITE 2610, MIAMI, FL, 33131
- Phone: 317-975-7729
- Latest filing: 2026-06-18
- Regulatory AUM: $34.9B
- Discretionary AUM: $33.2B
- Non-discretionary AUM: $1.6B
- Clients: 770
- Accounts: 62,617

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (41)

_Showing 25 of 41 people._

| Name | Role | Location |
| --- | --- | --- |
| Kevin Joseph Miller | CHIEF LEGAL OFFICER | Lafayette, TN |
| Massimo Guiati | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | New York, NY |
| Palmer Daniel | CHIEF COMPLIANCE OFFICER (INTERIM) | Bakersfeild, CA |
| Miller Joseph | CHIEF LEGAL OFFICER | Juniper, FL |
| Robert Alan Walter | PRESIDENT | — |
| James Matthew Didden | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | — |
| David Kennedy Chene | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | — |
| Adam Scott Malamed | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | — |
| Richard Jay Lampen | ELECTED INDEPENDENT MANAGER OF SANCTUARY WEALTH GROUP, LLC | — |
| Kevin P Chase | CHIEF COMPLIANCE OFFICER | — |
| Maria Grazia Sonzogni | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | — |
| SWHEAR JOHN CARL | CHIEF COMPLIANCE OFFICER | — |
| BAYLEY LOWRY HINCH | BOARD MEMBER, DIRECTOR; CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD, NOYES GROUP LLC (+1 more) | — |
| CRAM ROBERT LYNN | GENERAL COUNSEL | — |
| REYNOLDS MATTHEW MARK | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER; PRESIDENT | — |
| DICKSON JAMES R | BOARD MEMBER, DIRECTOR, CEO; BOARD MEMBER, DIRECTOR, PRESIDENT; CHIEF EXECUTIVE OFFICER (+1 more) | — |
| DAMER MARK WILLIAM | CEO & PRESIDENT | — |
| TRAMONTANO KELLY MARIE | CHIEF OPERATING OFFICER | — |
| WALTER ROBERT ALAN | CHIEF RISK OFFICER; PRESIDENT | — |
| EDWARDS VICTORIA J | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| EDWARDS MYLES JOSHUA | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| MALAMED ADAM SCOTT | ELECTED MANAGER OF SANCTUARY WEALTH GROUP, LLC | — |
| WOLFRUM SCOTT THOMAS | BOARD MEMBER, DIRECTOR; DIRECTOR, UNIT HOLDER | — |
| CONENNA DOMINIC | CHIEF FINANCIAL OFFICER | — |
| BAYLEY MARK F | TRUSTEE | — |


## Disclosures (35)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226606/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226606/similar
- Related entities: https://search.stillhousedata.com/firm/226606/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226606

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.