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EASTSOUND CAPITAL ADVISORS, LLC
CRD 160180 · SEC 801-129635
CA, United States
Phone
360-317-4688
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.6M
Discretionary AUM
$214.6M
Team
8 total employees; 6 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $71.2M |
| High net worth individuals | 49 | $130.9M |
| Other investment advisers | 3 | $0 |
States served
CA, CO, LA, MA, NY, NC, WA, TX, FL
All web addresses on file
- HTTP://www.twitter.com/capadvisors360
- https://advisors360pwm.com
- HTTP://www.linkedin.com/company/capital-advisor-360/
- https://www.instagram.com/advisors360.pwm/
- https://www.linkedin.com/in/jpietsch/
- https://www.linkedin.com/in/ericbutler1/
- HTTP://www.capitaladvisors360.com
- https://www.linkedin.com/in/greg-syler-226998/
- https://www.facebook.com/advisors360Founder/
- https://www.eric-butler.com/
- https://www.westernfinancialco.com
- https://www.linkedin.com/in/marktaylan/
- https://www.linkedin.com/in/rob-hanna-b1712b1/
- HTTP://WWW.EASTSOUNDCAPITALADVISORS.COM
- https://www.linkedin.com/in/willoughbyhume/
- https://www.linkedin.com/company/advisors360/
- HTTP://www.facebook.com/capitaladvisors360
- https://www.youtube.com/@advisors360pwm
Official SEC filing: View on IAPD