Sound Financial Strategies Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, MS. Its latest Form ADV filing, dated March 19, 2026, reports $218M in regulatory assets under management, 7 employees, and 923 accounts.
Assets Under Management
$218M
Employees
7
Offices
--
Total Clients
593
Primary office
MADISON, MS
116 ONE MADISON PLAZA, SUITE 1100, MADISON, MS, United States
Top client segmentIndividuals represent 94.4% of total clients.
Top client categories% of clientsClients
1
Individuals
94.4%
560
2
HNWI
5.1%
30
3
Corporations
0.5%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of March 19, 2026
Discretionary100.0%
$218M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts923
10Y AUM Change+$172M (+374.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee85:1
10Y Employee Change-2 (-22.2%)
* 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.