Sound Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Tualatin, OR. Its latest Form ADV filing, dated April 14, 2026, reports $256M in regulatory assets under management, 4 employees, 1 office, and 140 accounts.
Assets Under Management
$256M
Employees
4
Offices
1 office
Total Clients
140
Primary office
TUALATIN, OR
8215 TUALATIN SHERWOOD ROAD, SUITE 200, TUALATIN, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
98
2
HNWI
30.0%
42
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$256Mas of April 14, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$256M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$256M
Total Accounts140
10Y AUM Change+$107M (+72.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.