Soundhaven Capital Management
Soundhaven Capital Management is an SEC-registered wealth manager with $202.1M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Soundhaven Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170821, SEC 801-130719, data through 2026-03-21.
- AUM (assets under management / regulatory AUM)
- $202.1M (2026-03-21)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 170
- CRD
- 170821
- Ownership
- THE DAVID NAYLOR 2006 LIVING TRUST; NAYLOR, DAVID, ROBERT
How much AUM does Soundhaven Capital Management have?
Soundhaven Capital Management reported $202.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-21).
Who owns Soundhaven Capital Management?
Disclosed owners and executives of Soundhaven Capital Management include THE DAVID NAYLOR 2006 LIVING TRUST, NAYLOR, DAVID, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.