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Sanctuary Financial Planning, LLC

● SEC registered since 2026CRD 325857SEC# 801-136364
Export (members)
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.
www.sanctuaryfp.comView on SEC.gov ↗

Sanctuary Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Gregory Charles ControlFounder, Managing Member, Cco50-75%2023
Sarah Karp Charles ControlFounder & Managing Member50-75%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 hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$41.4M
Non-discretionary$60.7M
Total (RAUM)$102.2M