AdvisorRanked
92
Clean

SANCTUARY ADVISORS

1901 WAZEE STREET, DENVER, CO 80202
Fiduciaryfee-onlySEC Registered
(303) 220-5374 www.linkedin.com/in/karen-jorgensen-35531944/ CRD #285428
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$192M
Assets Managed
2
Clients
2
Employees
6
Years Active
since 2020

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46105. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46105

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 50.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameSANCTUARY ADVISORS
CRD Number#285428
SEC RegisteredYes
Registration Date2020-04-01
States RegisteredCO
Assets Under Management$192M
Number of Clients2
Employees2
Compensation Typefee-only
Last ADV Filing46105

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Frequently Asked Questions

Is SANCTUARY ADVISORS a fiduciary?

Yes. SANCTUARY ADVISORS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does SANCTUARY ADVISORS charge clients?

SANCTUARY ADVISORS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does SANCTUARY ADVISORS have any complaints?

Yes. SANCTUARY ADVISORS has 1 complaint(s) on record. Their complaint ratio is 50.00 per 100 clients (industry average: ~0.15).

How does SANCTUARY ADVISORS compare to other advisors in DENVER?

SANCTUARY ADVISORS has a Red Flag Score of 92/100. There are 148 registered advisory firms in DENVER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46105. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.