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SALTBOX FINANCIAL LLC
CRD 130882File 801-136998
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.6M
Bottom 25% of cohort (national)
Discretionary AUM
$102.4M
Non-discretionary $2.2M
Clients
50
212 accounts
Employees
5
Bottom 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 5, 2026
- Principal office
- 135 MCDONOUGH STREET, SUITE 335, PORTSMOUTH, NH, 03801
- Phone
- (978) 572-2071
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.6M
- Discretionary AUM
- $102.4M
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 184
- Non-discretionary accounts
- 28
- Total accounts
- 212
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $6.8M |
| High net worth individuals | 31 | $89.7M |
| Individuals (other than high net worth individuals) | 19 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — TAX PREP FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.