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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About Sandbox Financial Partners, LLC
Sandbox Financial Partners is an employee-owned, independent fiduciary RIA providing comprehensive financial planning and investment management for individuals, families, and business owners. The team emphasizes unbiased, transparent advice and collaborative strategy design; portfolios commonly use ETFs alongside fixed income and diversifiers. Custody includes Schwab, and the firm has been featured in outlets like Forbes and Bloomberg.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN CHARLES SALCETTI
Chief Executive Officer, Managing Member, Managing Partner, Partner
- CRD
- #4719384
- Ownership
- 75% or more
ANDREW JOSEPH SALCETTI
Chief Compliance Officer, Chief Operations Officer, Partner, PRINCIPAL
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $621,898,688 | $415,430 |
| Non-Discretionary | $59,771,283 | $642,702 |
| Total | $681,669,971 | $428,723 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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