Sound Financial Strategies Group, LLC
Sound Financial Strategies Group, LLC is an SEC-registered mass-market adviser in Madison, MS with $217.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Sound Financial Strategies Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286261, SEC 801-108894, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $217.7M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Madison, MS
- Employees
- 7
- Clients
- 593
- CRD
- 286261
- Ownership
- MATTHEWS, DANNY, ROBERT; DEAN, SAMMY, TERRY; MCALPIN, CHRIS, TYLER; HOLDEN, JOEL, RICK; SIMMONS, KARL, GLENN
How much AUM does Sound Financial Strategies Group, LLC have?
Sound Financial Strategies Group, LLC reported $217.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Sound Financial Strategies Group, LLC?
Disclosed owners and executives of Sound Financial Strategies Group, LLC include MATTHEWS, DANNY, ROBERT, DEAN, SAMMY, TERRY, MCALPIN, CHRIS, TYLER, HOLDEN, JOEL, RICK, SIMMONS, KARL, GLENN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.