William Blair & Company
47yrs
Top advisor by experience in Illinois
19yrs
David Holtkamp
Financial advisor at Sanctuary Advisors
David Holtkamp is a fiduciary financial advisor in Chicago, Illinois, with 19 years in the industry. After 15 years at Merrill, David joined Sanctuary Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Sanctuary Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 63% of advisors in Chicago
Office209 S Lasalle Street Suite 625, Chicago, IL 60604
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.62 million
Advisors at the firm400
States licensed ?1 state
Services through Sanctuary Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowSanctuary Advisors, LLCCurrent firm
- 2008 – 2023MerrillPreviously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Sanctuary Advisors at (317) 975-7729 and ask for David Holtkamp. David works from the Chicago, IL office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 19 years. More experience than 63% of advisors in Chicago.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Sanctuary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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