NewRiaPulse / report
Saltbox Financial LLC: new SEC registration, $105M AUM, Portsmouth, NH
Saltbox Financial LLC (Portsmouth, New Hampshire): new SEC registration, $105M AUM, Portsmouth, NH. Its amount of 105 is below the median of 134 (17th percentile). Dated 91 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 105 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 5 related NH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Saltbox Financial LLC |
| Legal name | Saltbox Financial LLC |
| CRD | 130882 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-07-02 |
| Location | Portsmouth, NH, United States |
| Regulatory AUM | $104,556,134 |
| Accounts | 212 |
| Employees | 5 |
| Website | https://www.saltboxfinancial.co/ |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (6 NH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NH first): Mardin Capital Group · Middle Street Capital, LLC · Gassman Financial LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Saltbox Financial LLC and 6 New Hampshire peers
- New Hampshire NewRiaPulse records like this one: 6
- Saltbox Financial LLC's amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Hampshire peer: $1,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $105M under management.
- Website on file.
What is the NewRiaPulse record for Saltbox Financial LLC in Portsmouth, New Hampshire?
Saltbox Financial LLC received SEC registration as an investment adviser (2026-08-05) with $104,556,134 in regulatory assets under management, based in Portsmouth, NH.
How does Saltbox Financial LLC compare to other New Hampshire NewRiaPulse records?
Its amount of 105 is below the median (17th percentile); smaller records often move faster and face less competition. It is 91 days old; check the official source for later updates before acting.
Saltbox Financial LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Saltbox Financial LLC | Portsmouth, NH | 105 | 17th | 2026-08-05 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
Related records
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Hampshire NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.