Sandbox Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 20, 2026, reports $682M in regulatory assets under management, 11 employees, 3 offices, and 1,590 accounts.
Assets Under Management
$682M
Employees
11
Offices
3 offices
Total Clients
532
Primary office
BETHESDA, MD
6903 ROCKLEDGE DRIVE, SUITE 300, BETHESDA, MD, United States
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
273
2
Individuals
42.3%
225
3
Pension Plans
5.1%
27
4
Corporations
1.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$682Mas of March 20, 2026
Discretionary91.2%
$622M
91% of total RAUM91.2%
Non-discretionary8.8%
$60M
9% of total RAUM8.8%
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$682M
Total Accounts1,590
10Y AUM Change+$682M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee48:1
10Y Employee Change+7 (+175.0%)
* 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.