SALTMARSH FINANCIAL ADVISORS, L.L.C.
CRD #132248 SEC #801-110278 PENSACOLA, FL 850-435-8300
SEC Registered
Total AUM
$318.4M
Discretionary
$318.4M
Employees
8
Clients
1
Accounts
234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $318.4M | $318.4M | $0 | 8 | 2 |
| Mar 2025 | $318.4M | $318.4M | $0 | 7 | 2 |
| Jul 2024 | $279M | $279M | $0 | 6 | 0 |
| Mar 2024 | $279M | $279M | $0 | 6 | 0 |
| Mar 2023 | $247.4M | $247.4M | $0 | 6 | 0 |
| Apr 2022 | $243.9M | $243.9M | $0 | 6 | 0 |
| Mar 2022 | $243.9M | $243.9M | $0 | 6 | 0 |
| Mar 2021 | $228.8M | $228.8M | $0 | 5 | 0 |
| Mar 2021 | $211.3M | $211.3M | $0 | 6 | 2 |
| Jun 2020 | $211.3M | $211.3M | $0 | 6 | 2 |
| Mar 2020 | $211.3M | $211.3M | $0 | 6 | 2 |
| Mar 2019 | $150.4M | $150.4M | $0 | 5 | 3 |
| Apr 2018 | $157.8M | $157.8M | $0 | 5 | 0 |
| Mar 2018 | $157.8M | $157.8M | $0 | 5 | 0 |
| Apr 2017 | $113M | $113M | $0 | 4 | 100 |
| Mar 2017 | $113M | $113M | $0 | 4 | 100 |
| Mar 2017 | $113M | $113M | $0 | 4 | 100 |
| Jun 2012 | $54.6M | $47.1M | $7.4M | 6 | 26 |
| May 2012 | $54.6M | $47.1M | $7.4M | 6 | 26 |
| Mar 2012 | $54.6M | $47.1M | $7.4M | 6 | 26 |
| Mar 2012 | $54.6M | $47.1M | $7.4M | 6 | 26 |
| Mar 2011 | $50.6M | $42.8M | $7.8M | 10 | -- |
DateNov 2025
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees8
Clients2
DateMar 2025
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees7
Clients2
DateJul 2024
Total AUM$279M
Discretionary$279M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$279M
Discretionary$279M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$247.4M
Discretionary$247.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$228.8M
Discretionary$228.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$211.3M
Discretionary$211.3M
Non-Disc.$0
Employees6
Clients2
DateJun 2020
Total AUM$211.3M
Discretionary$211.3M
Non-Disc.$0
Employees6
Clients2
DateMar 2020
Total AUM$211.3M
Discretionary$211.3M
Non-Disc.$0
Employees6
Clients2
DateMar 2019
Total AUM$150.4M
Discretionary$150.4M
Non-Disc.$0
Employees5
Clients3
DateApr 2018
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients100
DateMar 2017
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients100
DateMar 2017
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients100
DateJun 2012
Total AUM$54.6M
Discretionary$47.1M
Non-Disc.$7.4M
Employees6
Clients26
DateMay 2012
Total AUM$54.6M
Discretionary$47.1M
Non-Disc.$7.4M
Employees6
Clients26
DateMar 2012
Total AUM$54.6M
Discretionary$47.1M
Non-Disc.$7.4M
Employees6
Clients26
DateMar 2012
Total AUM$54.6M
Discretionary$47.1M
Non-Disc.$7.4M
Employees6
Clients26
DateMar 2011
Total AUM$50.6M
Discretionary$42.8M
Non-Disc.$7.8M
Employees10
Clients--