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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2004
- Office Locations
- 1
Office Locations
About Saltmarsh Financial Advisors, LLC
Saltmarsh Financial Advisors is a Pensacola, FL registered investment adviser serving as a fiduciary for individuals and business owners/entrepreneurs. The team delivers financial planning, portfolio construction and investment management grounded in academic capital-markets research, with fixed income and ETF/mutual-fund implementation. Operating under the broader Saltmarsh brand with CPA resources, they emphasize coordinated tax planning and advisory support; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BENJAMIN LEE BELL
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
DAVID CHARLES FULCHER
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Pierce Alan Broscious
Financial Advisor, General Partner
- CRD
- #7228945
CHRISTINA LYNN DOSS
Financial Advisor, General Partner
- CRD
- #2410755
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,520,720 | $676,510 |
| Non-Discretionary | $0 | -- |
| Total | $356,520,720 | $676,510 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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