SANDBOX FINANCIAL PARTNERS, LLC

CRD 297858File 801-113779

APPROVED

Retail clients

Custody

Filing as of May 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$681.7M

Above cohort median (national)

Discretionary AUM

$621.9M

Non-discretionary $59.8M

Clients

532

1,590 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 13, 2018
Principal office: 6903 ROCKLEDGE DRIVE, SUITE 300, BETHESDA, MD, 20817
Phone: (301) 214-4190
Website: https://www.facebook.com/sandboxfp/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $681.7M
Discretionary AUM: $621.9M
Non-discretionary AUM: $59.8M
Discretionary accounts: 1,497
Non-discretionary accounts: 93
Total accounts: 1,590
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$21.4M
High net worth individuals	273	$543.1M
Pension and profit sharing plans	27	$87.1M
Individuals (other than high net worth individuals)	225	$30.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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: 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 11

This 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.