RIA Intel›Advisers›Maryland›SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS, LLC

Advisory

N·BETHESDA, MD

Data as of May 21, 2026 · Source: SEC Form ADV

Total AUM

$682M

1-Year AUM Growth

+27.2%

3-Year CAGR

+23.1%

Employees

8

Assets Under Management

Total AUM$682M

Discretionary AUM$622M

Non-Discretionary AUM$60M

Discretionary %91.2%

Total Clients526

Team

Total Employees8

Investment Advisers11

Employee Growth (1Y)-28.6%

Filing History

Total Filings on Record37

First FilingJul 3, 2018

Latest FilingMay 21, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SANDBOX FINANCIAL PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.