Firm profile

SOUND INCOME STRATEGIES, LLC

FORT LAUDERDALE, FLCRD 173272Latest ADV January 23, 2026

Sound Income Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated January 23, 2026, reports $4.2B in regulatory assets under management, 134 employees, 99 offices, and 24,756 accounts.

Assets Under Management
$4.2B
Employees
134
Offices
99 offices
Total Clients
24,757
Primary office
FORT LAUDERDALE, FL
500 W CYPRESS CREEK ROAD, SUITE 290, FORT LAUDERDALE, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOCharles B. Radlauer
COORana Chander

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
24,261
2
HNWI
1.9%
473
3
Corporations
0.1%
18
Additional categories (<0.1%)
Pension Plans<5 clients
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.2Bas of January 23, 2026
Discretionary93.7%
$3.9B
94% of total RAUM93.7%
Non-discretionary6.3%
$262M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.2B
Total Accounts24,756
10Y AUM Change+$4.0B (+1818.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees134
Clients per Employee185:1
10Y Employee Change+100 (+294.1%)

* 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.