{
  "crd_number": 317204,
  "slug": "gassman-financial-llc-salem-nh-317204",
  "primary_business_name": "GASSMAN FINANCIAL LLC",
  "legal_name": "GASSMAN FINANCIAL LLC",
  "dbas": [],
  "city": "Salem",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-13",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 112563268.0,
  "raum_discretionary": 112563268.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 74041530.0,
      "count": 270
    },
    "high_net_worth_individuals": {
      "raum": 38521738.0,
      "count": 37
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317204",
  "city_as_filed": "SALEM",
  "url": "https://advisorcensus.com/firm/gassman-financial-llc-salem-nh-317204",
  "display_name": "Gassman Financial LLC",
  "summary": "Gassman Financial LLC is an SEC-registered investment advisory firm in Salem, NH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Gassman Financial LLC (CRD 317204): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Gassman Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gassman Financial LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Gassman Financial LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Gassman Financial LLC located?",
      "a": "Gassman Financial LLC's principal office is in Salem, NH, according to its Form ADV."
    },
    {
      "q": "Is Gassman Financial LLC registered with the SEC or a state?",
      "a": "Gassman Financial LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317204."
    },
    {
      "q": "How much does Gassman Financial LLC manage?",
      "a": "Gassman Financial LLC reports $112,563,268 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Gassman Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (37)."
    },
    {
      "q": "Which custodians does Gassman Financial LLC use?",
      "a": "Gassman Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gassman Financial LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317204"
    },
    {
      "q": "Does Gassman Financial LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"Gassman Financial does not impose a minimum size to establish a relationship.\""
    },
    {
      "q": "What changed in Gassman Financial LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Wealth management fees are based on the total market value of assets under management in the account[s] at the end of the prior calendar quarter. Wealth management fees are billed at an annual rate of 1.00% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Gassman Financial does not impose a minimum size to establish a relationship."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees are based on the total market value of assets under management in the account[s] at the end of the prior calendar quarter. Wealth management fees are billed at an annual rate of 1.00% annually.",
      "Gassman Financial does not impose a minimum size to establish a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gassman-financial-llc-salem-nh-317204.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 270,
      "fewer_than_5": false,
      "raum": 74041530.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 38521738.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317204",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}