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Advisor

Raymond Saliba

Saliba Asset Management · Huntsville, Alabama

Raymond Saliba is a fee-only financial advisor at Saliba Asset Management in Huntsville, Alabama, who holds the CFP and CFA credentials. Saliba Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPCFA

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Facts

FirmSaliba Asset Management
Based in Huntsville, Alabama
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$53.5M across 52 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in AL, TX · CRD 1463013
Exams passedSeries 63 (1986)
Firm size2 employees
Disclosures Reported; see the SEC record
Websitewww.samllc.com

How Raymond's firm compares

  • Saliba Asset Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 52 accounts).

What fee-only advisors charge in Alabama

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Questions about Raymond

Is Raymond Saliba a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Saliba Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Raymond charge for financial advice?

Raymond's firm, Saliba Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Raymond Saliba based?

Raymond Saliba is based in Huntsville, Alabama.

What credentials does Raymond Saliba hold?

Raymond Saliba holds the CFP and CFA credentials.

Is Raymond Saliba registered with the SEC?

Yes. Raymond Saliba is registered as an investment adviser representative in AL and TX (CRD 1463013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Saliba Asset Management manage?

Saliba Asset Management reports $53.5M across 52 accounts in assets under management.

How do I contact Raymond Saliba?

Through Raymond's website, www.samllc.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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