# Gassman Financial LLC

> 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.

- CRD: 317204
- Filed as: GASSMAN FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salem, NH
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317204
- AdvisorCensus page: https://advisorcensus.com/firm/gassman-financial-llc-salem-nh-317204

## Quick answers

**How is Gassman Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gassman Financial LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Gassman Financial LLC charge?**
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.

**Where is Gassman Financial LLC located?**
Gassman Financial LLC's principal office is in Salem, NH, according to its Form ADV.

**Is Gassman Financial LLC registered with the SEC or a state?**
Gassman Financial LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 317204.

**How much does Gassman Financial LLC manage?**
Gassman Financial LLC reports $112,563,268 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does Gassman Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (37).

**Which custodians does Gassman Financial LLC use?**
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.

**Does Gassman Financial LLC report any disciplinary disclosures?**
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

**Does Gassman Financial LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "Gassman Financial does not impose a minimum size to establish a relationship."

**What changed in Gassman Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 1% of assets a year

> 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.

- Account minimum: None

> Gassman Financial does not impose a minimum size to establish a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $112,563,268
- Discretionary: $112,563,268
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 270 | $74,041,530 |
| High net worth individuals | 37 | $38,521,738 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gassman Financial LLC (CRD 317204): Form ADV filing data as of October 2026.