Wealth Manager
    SEC Registered
    Manages Private Funds

    Sound Financial Strategies Group, LLC

    Registered investment advisor · Madison, Mississippi · CRD #286261

    Assets Under Management
    $218M
    Client Accounts
    923
    Employees
    7
    CRD Number
    286261
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sound Financial Strategies Group, LLC

    Sound Financial Strategies Group, LLC is a SEC-registered investment advisory firm headquartered in Madison, Mississippi, managing approximately $218M in regulatory assets across 923 client accounts. The firm's full regulatory record is filed with the SEC under CRD #286261.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sound Financial Strategies Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sound Financial Strategies Group, LLC's AUM?

    Sound Financial Strategies Group, LLC reports approximately $218M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sound Financial Strategies Group, LLC headquartered?

    Sound Financial Strategies Group, LLC is headquartered in Madison, Mississippi.

    What is Sound Financial Strategies Group, LLC's CRD number?

    Sound Financial Strategies Group, LLC's CRD number is 286261. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sound Financial Strategies Group, LLC manage?

    Sound Financial Strategies Group, LLC manages approximately 923 client accounts according to its latest SEC filing.

    Is Sound Financial Strategies Group, LLC SEC registered?

    Yes, Sound Financial Strategies Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Mississippi

    Smith Shellnut Wilson
    Ridgeland, MS · $6.9B AUM
    Hardy Reed, LLC
    Tupelo, MS · $2.9B AUM
    The Molpus Woodlands Group, LLC
    Ridgeland, MS · $1.8B AUM
    Mag Cap
    Ridgeland, MS · $1.7B AUM
    Barnes Pettey Financial Advisors, LLC
    Clarksdale, MS · $1.3B AUM
    Ballew Advisors Inc
    Jackson, MS · $1.3B AUM
    See all top RIA firms in Mississippi →

    Research firms like Sound Financial Strategies Group, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial