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SANDBOX FINANCIAL PARTNERS, LLC
CRD 297858File 801-113779
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$681.7M
Above cohort median (national)
Discretionary AUM
$621.9M
Non-discretionary $59.8M
Clients
532
1,590 accounts
Employees
11
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://sandboxfp.com/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 526 | 532 | increased by6 |
| Apr 1, 2026 | AUM | $575,171,012 | $681,669,971 | increased by$106,498,959 |
| Apr 1, 2026 | Accounts | 1,444 | 1,590 | increased by146 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 410 | 526 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $380,540,894 | $575,171,012 | increased by$194,630,118 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,033 | 1,444 | increased by411 |
| May 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 309 | 410 | increased by101 |
| Apr 1, 2022 | AUM | $252,815,617 | $380,540,894 | increased by$127,725,277 |
| Apr 1, 2022 | Accounts | 737 | 1,033 | increased by296 |
| Jan 1, 2022 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SANDBOX FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANDBOX FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.