SANCTUARY SECURITIES, INC.

C29
CRD 205
AUM
Est. Revenue
@ 1% on AUM
Est. EBITDA
@ 30% margin
Est. Deal Value
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANCTUARY SECURITIES, INC.
CRD
205
SEC file #
EIN
205956612
DBA names
1280 Financial PartnersWigand Integrated WealthWest Avenue Private WealthVincita Investment Partners

Economics

AUM
AUM band
AUM trajectory
Client mix

Operations

Employees (total)
Advisory staff (per ADV)
Advisory staff (5-yr trend)
Primary office
Branches
Count91

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Fee basis

Filings

Latest ADV filing
ADV-W filed at
Website

Compliance

Disclosures (firm)
1
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NOYES GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
NOYES GROUP, LLC
BAYLEY, LOWRY HINCH
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
199,461
Form 5500 Compensation Trajectory 3y
2025199,461
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
199,461
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001482814
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2010-02-04
Edgar Last Filing Date
2026-01-05
Edgar Form D Count
18
Edgar Form D Offerings
2026-01-052026-01-05 · 0001482814-26-000001
2025-01-062025-01-06 · 0001482814-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
32
Bc Firm IAR Count
50
Custodian Candidates
Full
Wells Fargo7
Equity Trust1
Edgar Addresses
Mailing
9 PARKWAY NORTH, SUITE 325SUITE 325DEERFIELD, IL 60015
Business
9 PARKWAY NORTH, SUITE 325SUITE 325DEERFIELD, IL 60015
Edgar EIN
205956612
Edgar Recent Filings
D/A2026-01-05 · 0001482814-26-000001
D/A2025-01-06 · 0001482814-25-000001

People (55)

55
LOWRY HINCH BAYLEY
Direct Owner · 37.5%
15409
DOMINIC CONENNA
Executive Officer · 2.5%
4893795
ROBERT LYNN CRAM
Executive Officer · 2.5%
864333
MARK WILLIAM DAMER
Executive Officer · 2.5%
1787015
Reynolds, Matthew, Mark
Executive Officer · 2.5%
4077413
Jorge Moctezuma Rojas
IAR
8036937
Sierra Froilan
IAR
7167980
INDHIRA J BEN-PERRY
IAR
5721679
Matthew Grant Williams
IAR
7407849
WALTER, ROBERT, ALAN
IAR
2507287
Mary Patricia Huskey
IAR
5189088
Nasim Salehitezangi
IAR
8068830
JON M TEUSCH
IAR
4125945
ASHLEY NICOLE MONGAN
IAR
5153781
Catarina Wolf Rohde
IAR
8093260
Alex Robert Marshall
IAR
7691737
Dreama Ray Randolph
IAR
7680946
Alex Joseph Rohmann
IAR
6363994
Adrienne Rae Monka
IAR
6904815
Zachary Hollis Hayslip
IAR
8097308
Jackson Gore
IAR
8102494
Joshua Eric Bowe
IAR
8119363
IAN JAMES FLANAGAN
IAR
6005680
Sarah Michele Paulson
IAR
7986239
RODOLFO R RAKE
IAR
5075971
FABIAN KNOPFLER
IAR
5987313
TERRY ALLISON
IAR
3211856
MONICA JANETTE LUA
IAR
6451728
JULES HAMILTON SCRUGGS
IAR
2592516
JOSHUA CANAAN FREEMAN
IAR
2781783
ALEX LEE DAVIS
IAR
5377676
Sawyer Andrew Stoltz
IAR
7499568
Timothy Andrew Stallings
IAR
2532999
Jennifer Juergens
IAR
7727525
RAYMOND ADAM BISWANGER
IAR
5970861
MICHELE LOUISE LO CHIRCO
IAR
4476500
TAMMY KAY WILLIAMS
IAR
6567120
JESSICA M VILLARREAL
IAR
6732443
MICHAEL YALE RAGINS
IAR
5065319
Cynthia M Gonzalez
IAR
5986152
Brian Christopher Fagella
IAR
7124462
Will James Schroeder
IAR
7561983
PATRICK JAMES MCGOWAN
IAR
5617944
GEOFFREY MICHAEL TOMES
IAR
3206752
Alvaro Prieto
IAR
7993054
MATTHEW MUZYKA
IAR
7346785
ROGER CRAIG SMITHBERG
IAR
2035554
Francis Gallo
IAR
4072556
DAVID L ZINCK
IAR
4120201
KATHRINE JEAN CALAHAN
IAR
5393492
David Richardson
IAR
7781656
John Templeton Rapp
IAR
6224082
Melanie Rose Woods
IAR
7547701
Tanner Heath Vroman
IAR
7240812
STEVEN PAUL SUTTON
IAR
2209120