# Sandbox Financial Partners, LLC

> Sandbox Financial Partners, LLC is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 297858
- Filed as: SANDBOX FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297858
- AdvisorCensus page: https://advisorcensus.com/firm/sandbox-financial-partners-llc-bethesda-md-297858

## Quick answers

**How is Sandbox Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sandbox Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sandbox Financial Partners, LLC charge?**
Its Form ADV Part 2A brochure dated May 21, 2026 states: Hourly rate: $150 to $300 an hour (Project-based engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sandbox Financial Partners, LLC located?**
Sandbox Financial Partners, LLC's principal office is in Bethesda, MD, according to its Form ADV.

**Is Sandbox Financial Partners, LLC registered with the SEC or a state?**
Sandbox Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297858.

**How much does Sandbox Financial Partners, LLC manage?**
Sandbox Financial Partners, LLC reports $681,669,971 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (91% discretionary).

**How have Sandbox Financial Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sandbox Financial Partners, LLC: Regulatory assets under management: $252,815,617 in the October 2021 data and $681,669,971 in the October 2026 data, up 170%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sandbox Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (273); individuals (other than high net worth individuals) (225); pension and profit sharing plans (but not the plan participants or government pension plans) (27).

**Which custodians does Sandbox Financial Partners, LLC use?**
Sandbox Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sandbox Financial Partners, 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/297858

**Does Sandbox Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 21, 2026 says: "Sandbox Financial generally does not impose a minimum size for establishing a relationship."

**What changed in Sandbox Financial Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $575,171,012 to $681,669,971 (+19%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 21, 2026)

- Account minimum: None

> Sandbox Financial generally does not impose a minimum size for establishing a relationship.

- Hourly rate: $150 to $300 an hour (Project-based engagements)

> Project-based engagements may be offered at an hourly rate ranging from $150 to $300 per hour based on the experience of the Advisory Person rendering services and/or the complexity of the services provided.

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.
- Fidelity Brokerage Services LLC

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: $681,669,971
- Discretionary: $621,898,688
- Non-discretionary: $59,771,283

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $30,057,745 |
| High net worth individuals | 273 | $543,062,076 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $87,101,146 |
| Corporations or other businesses not listed above | 7 | $21,449,004 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, LA, MA, MD, MI, NJ, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sandboxfinancial.com
- sandboxfp.com
- sandboxpulse.com
- thesandboxdaily.com
- Facebook @sandboxfp
- Instagram @sandboxfinancial
- LinkedIn @sandboxfp
- X @Sandbox_FP
- YouTube @SandboxFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $252,815,617 | 7 | March 8, 2021 |
| October 2022 | $380,540,894 | 10 | August 8, 2022 |
| October 2023 | $364,461,347 | 11 | September 29, 2023 |
| October 2024 | $463,720,076 | 10 | June 4, 2024 |
| October 2025 | $575,171,012 | 11 | March 31, 2025 |
| October 2026 | $681,669,971 | 11 | May 21, 2026 |

Regulatory assets under management: $252,815,617 in the October 2021 data and $681,669,971 in the October 2026 data, up 170%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $575,171,012 to $681,669,971 (+19%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sandbox Financial Partners, LLC (CRD 297858): Form ADV filing data as of October 2026.