Sound Financial, LLC
Sound Financial, LLC is an SEC-registered mass-market adviser with $210.8M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Sound Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292271, SEC 801-125761, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $210.8M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Employees
- 9
- Clients
- 248
- CRD
- 292271
- Ownership
- SHEPHERD, CORY, EDWIN; TRJE CAPITAL LLC; ADAMS, PAUL, L; GALT'S REFUGE LLC; CORDAN LLC
How much AUM does Sound Financial, LLC have?
Sound Financial, LLC reported $210.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Sound Financial, LLC?
Disclosed owners and executives of Sound Financial, LLC include SHEPHERD, CORY, EDWIN, TRJE CAPITAL LLC, ADAMS, PAUL, L, GALT'S REFUGE LLC, CORDAN LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.