Sandbox Financial Partners, Llc
- Regulatory AUM
- $682M
- Discretionary
- $622M
- Clients
- 532
- Avg AUM / client
- $1.3M
- Accounts
- 1,590
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 225 | $30.1M | 4.41% |
| High net worth individuals | 273 | $543M | 79.7% |
| Pension and profit sharing plans | 27 | $87.1M | 12.8% |
| Corporations and other businesses | 7 | $21.4M | 3.15% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Professional Analysis, Inc. 401(k) Plan Professional Analysis, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bohlander, Frederick, John | Managing Partner | Jul 2018 (8y) | 25% – 50% | |
| Brian Charles Salcetti | Chief Executive Officer, Managing Partner And Managing Member | Jul 2018 (8y) | 25% – 50% | |
| Salcetti, Andrew, Joseph | Chief Operations Officer And Chief Compliance Officer | Jul 2018 (8y) | 10% – 25% | |
| Blake Barrett Millard | Vp, Director Of Investments | CFA | Oct 2021 (5y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Professional Analysis, Inc. 401(k) Plan | Professional Analysis, Inc. | 193 | $4.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $498M (73% of AUM) May 2026
- National Financial Services (Fidelity) $115M (99% of AUM) Dec 2018
- Charles Schwab & Co. $94.8M (14% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗