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SALTMARSH FINANCIAL ADVISORS, LLC
CRD 132248File 801-110278
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$356.5M
Below cohort median (national)
Discretionary AUM
$356.5M
Clients
224
527 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 5, 2017
- Principal office
- 900 N 12TH AVENUE, PENSACOLA, FL, 32501-3305
- Phone
- 850-435-8300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $356.5M
- Discretionary AUM
- $356.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 527
- Non-discretionary accounts
- 0
- Total accounts
- 527
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.5M |
| High net worth individuals | 86 | $278.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 133 | $71.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.