Grant Robert Sloan

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2016
  Full Time Education (University Of Virginia)
  Charlottesville, VA
• 05/2016 → 09/2016
  The Club At Chatham Hills
  Westfield, IN
• 09/2016 → 05/2017
  Full Time Education (Indiana University)
  Bloomington, IN
• 05/2017 → 08/2017
  Unemployed
  Bloomington, IN
• 08/2017 → 05/2018
  Full Time Education (Indiana University)
  Bloomington, IN
• 05/2018 → 08/2018
  Indiana University Varsity Club
  Bloomington, IN
• 08/2018 → 05/2019
  Full Time Education (Indiana University)
  Bloomington, IN
• 05/2019 → 08/2019
  Unemployed
  Bloomington, IN
• 08/2019 → 12/2020
  Full Time Education (Indiana University)
  Bloomington, IN
• 12/2020 → 04/2021
  Saddlebrook Golf Club
  Indianapolis, IN
• 04/2021 → Present
  Sanctuary Wealth
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04