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Callen James Campbell

Sanctuary Advisors, LLC

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About Callen James Campbell

Callen James Campbell is an Investment Advisor Representative at Sanctuary Advisors, LLC. Callen is registered with the state of Texas. Callen has 4 years of experience in the financial services industry. Callen holds the Series 65 - Uniform Investment Adviser Law Examination. Callen specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisers. Sanctuary Advisors, LLC provides financial planning and investment management services to individuals, businesses, and charitable organizations. The firm has a strong focus on building long-term relationships with clients and helping them achieve their financial goals. Callen is committed to providing his clients with personalized attention and customized financial solutions.

Firm Information

Callen Campbell is currently registered with Sanctuary Advisors, LLC. Sanctuary Advisors, LLC is an Indianapolis, Indiana-based wealth management firm with over $22 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm also participates in wrap fee programs.
Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY

INDIANAPOLIS, IN 46240

$22.02B

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Callen Campbell’s Registration & Firm History

TX

10/19/2023 - Present

Sanctuary Advisors, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 10/19/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Callen James Campbell.
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