firm profile
Saltmarsh Financial Advisors, L.L.C.
Overview
Saltmarsh Financial Advisors, L.L.C. is an SEC registered investment adviser based in Pensacola, FL, registered since 2017. It reports $357M in assets under management across 527 accounts, with 6 employees. It has 6 investment adviser representatives.
- Reported AUM
- $357M
- Discretionary
- 100%
- Accounts
- 527
- Average account
- $677K
- Employees
- 6
- Advisory reps
- 6
- Registered since
- 2017
- Jurisdictions
- 5
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Benjamin Lee Bell Chief Executive Officer CRD 4905259
- David Charles Fulcher Chief Financial Officer CRD 5928469
- George Mayhew Peaden Jr Chief Compliance Officer, Operations Manager CRD 4926238
1 more executive officer, with direct contact details
Advisory reps 3 of 6
- Pierce Alan Broscious Investment Adviser Rep CRD 7228945
- Christina Lynn Doss Insurance Agent · Investment Adviser Rep CRD 2410755
- Michael Christopher Hall Insurance Agent · Investment Adviser Rep CRD 4552893
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 900 N 12th Ave
Pensacola, FL 32501 - County
- Escambia
- Metro area
- Pensacola-Ferry Pass-Brent, FL
- Region
- South
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: saltmarshfa.com
Every state, with registration dates
Similar firms near Pensacola
- FSA Investment Group, LLCPensacola, FL$762M AUM
- Kingsman Wealth Management Inc.Pensacola, FL$235M AUM
- Armada AdvisorsPensacola, FL$19M AUM
- Safe Harbor Fiduciary, LLCPensacola, FL$13M AUM
- The Retirement Planners, USA, LLCPensacola, FL$60.3M AUM
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