Sandbox Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Sandbox Financial Partners reports 532 clients. They include 273 high-net-worth individuals, 225 individual clients, and 27 pension and profit-sharing plans. Of its assets, 91.2% ($622M across 1,497 accounts) are managed with discretion; $59.8M across 93 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 4% |
| High-net-worth individuals | 51% | 80% |
| Pension and profit-sharing plans | 5% | 13% |
| Corporations and other businesses | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 225 | $30.1M | 4.4% | $134K |
| High-net-worth individuals | 273 | $543M | 79.7% | $1.99M |
| Pension and profit-sharing plans | 27 | $87.1M | 12.8% | $3.23M |
| Corporations and other businesses | 7 | $21.4M | 3.1% | $3.06M |
| Total | 532 | $682M | 100% | $1.28M |
- Clients
- 225
- Regulatory AUM
- $30.1M
- AUM share
- 4.4%
- Avg. per client
- $134K
- Clients
- 273
- Regulatory AUM
- $543M
- AUM share
- 79.7%
- Avg. per client
- $1.99M
- Clients
- 27
- Regulatory AUM
- $87.1M
- AUM share
- 12.8%
- Avg. per client
- $3.23M
- Clients
- 7
- Regulatory AUM
- $21.4M
- AUM share
- 3.1%
- Avg. per client
- $3.06M
Total
- Clients
- 532
- Regulatory AUM
- $682M
- AUM share
- 100%
- Avg. per client
- $1.28M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Sandbox Financial Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office Light Service
- An annual fixed fee negotiated with the client by the nature and complexity of the services, set out in a family office agreement.
- Financial Planning Services
- Project-based planning at an hourly rate of $150 to $300 per hour, or a fixed fee; ongoing planning is payable quarterly in advance.
Brian Salcetti owns 75% or more of Sandbox Financial Partners. Brian Salcetti is CEO; the leadership team includes Chief Compliance Officer Andrew Salcetti. It has 11 employees, 8 of them in advisory roles.
Leadership
- Brian SalcettiChief Executive Officer, Managing Partner and Managing Member
- Andrew SalcettiChief Operations Officer and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 8 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- 1 soliciting firm
- Owns 75% or more of Sandbox Financial Partners, LLC
Brian Salcetti
Control person · since July 2018
- Owns 10% to 25% of Sandbox Financial Partners, LLC
Andrew Salcetti
Control person · since July 2018
Sandbox Financial Partners’ regulatory assets grew 2.7× from $253M (March 2021) to $682M (May 2026); clients rose from 309 to 532 and employees from 7 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $682M | 532 | 11 | 4 |
| March 2025 | $575M | 526 | 11 | 5 |
| June 2024 | $464M | 487 | 10 | 4 |
| June 2023 | $364M | 416 | 12 | 3 |
| June 2022 | $381M | 410 | 10 | 4 |
| March 2021 | $253M | 309 | 7 | 3 |
Besides its headquarters, Sandbox Financial Partners has 3 offices (3 private residences, listed without an address), with 1 listed address in Maryland.
Maryland · 1 listed address
- 6903 Rockledge Drive, Suite 300, BethesdaHQ
Contact and registration details
- Legal name
- Sandbox Financial Partners, LLC
- Headquarters
- 6903 Rockledge Drive, Suite 300, Bethesda, MD 20817
- Website
- sandboxfp.com
- Phone
- 301-214-4190
- @sandboxfp
- SEC file
- 801-113779
- Founded
- 2018
- Structure
- Delaware LLC
- Fiscal year end
- December
Sandbox Financial Partners uses Fidelity ($498M, 84%) and Charles Schwab ($94.8M, 16%) as custodians for its separately managed accounts. Sandbox Financial Partners has custody of $3.38M in client assets for 4 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $498M84%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $94.8M16%
At year end, Sandbox Financial Partners’ separately managed accounts were mostly in stocks (67%) and bonds (23%). Its reported 13F holdings for the quarter ended 31 March 2026 total $356M across 117 positions; the largest are Vanguard Index Fds (11.1%), Apple Inc. (9.7%) and State Str SPDR S&P 500 ETF T (5.1%).
What the accounts hold
- Stocks67%
- Funds1%
- Bonds23%
- Investment grade corporate bonds18%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash9%
Reported 13F holdings
- $356M
- Reported 13F value
- 117
- Positions
- 51.9%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF11.1%
- Apple Inc.9.7%
- State Str SPDR S&P 500 ETF T · TR Unit5.1%
- iShares TR · MSCI Acwi EX US4.3%
- Vanguard Index Fds · Value ETF4.2%
- Amazon Com Inc.4.1%
- Microsoft Corp.4.0%
- iShares TR · Core S&P Mcp ETF3.4%
- J P Morgan Exchange Traded F · Equity Premium3.2%
- J P Morgan Exchange Traded F · Ultra Shrt ETF2.9%
Together, the ten largest are 51.9% of reported value.
How many clients does Sandbox Financial Partners have?
Sandbox Financial Partners has 532 clients and manages $682 million for them, as of May 2026. They include 273 high-net-worth individuals, 225 individual clients, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 May 2026
What services does Sandbox Financial Partners offer?
Sandbox Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sandbox Financial Partners charge?
Sandbox Financial Partners charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 21 May 2026
Which custodians does Sandbox Financial Partners use?
Sandbox Financial Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $498M and Charles Schwab & Co., Inc. (San Francisco, CA), with $94.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 May 2026
How many financial advisors does Sandbox Financial Partners have?
Sandbox Financial Partners has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sandbox Financial Partners invest in?
At the end of its last fiscal year, Sandbox Financial Partners’ separately managed accounts held 67% exchange-traded equities, 18% investment grade corporate bonds, 9% cash and equivalents, 4% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sandbox Financial Partners?
Sandbox Financial Partners’ direct owners are Andrew Salcetti (10% to 25%) and Brian Salcetti (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 May 2026
How does Sandbox Financial Partners get paid?
Sandbox Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sandbox Financial Partners registered with the SEC?
Yes, Sandbox Financial Partners has been registered with the SEC as an investment adviser since 13 August 2018. Its CRD number is 297858 and its SEC file number is 801-113779.
Source: Form ADV Part 1A, Item 1, filed 21 May 2026; IAPD firm record
How do I contact Sandbox Financial Partners?
Sandbox Financial Partners’ main office is at 6903 Rockledge Drive, Suite 300, Bethesda, MD 20817. Its phone number is 301-214-4190. Its website is sandboxfp.com.