Saltbox Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated July 2, 2026, reports $105M in regulatory assets under management, 5 employees, and 212 accounts.
Assets Under Management
$105M
Employees
5
Offices
--
Total Clients
50
Primary office
PORTSMOUTH, NH
135 MCDONOUGH STREET, SUITE 335, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.0% of total clients.
Top client categories% of clientsClients
1
HNWI
62.0%
31
2
Individuals
38.0%
19
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of July 2, 2026
Discretionary97.9%
$102M
98% of total RAUM97.9%
Non-discretionary2.1%
$2M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$105M
Total Accounts212
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee10:1
10Y Employee Change—
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.