# SANCTUARY FINANCIAL PLANNING, LLC

SANCTUARY FINANCIAL PLANNING, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 325857
- Type: SEC-registered investment adviser
- SEC file number: 801-136364
- Location: 601 SOUTH KINGS DRIVE, SUITE F-155, CHARLOTTE, NC, 28204
- Phone: (704) 705-8773
- Latest filing: 2026-06-24
- Regulatory AUM: $102.2M
- Discretionary AUM: $41.4M
- Non-discretionary AUM: $60.7M
- Clients: 3
- Accounts: 67

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Gregory Charles | FOUNDER, MANAGING MEMBER, CCO | — |
| Sarah Karp Charles | FOUNDER & MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325857/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325857/similar
- Related entities: https://search.stillhousedata.com/firm/325857/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325857

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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.