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SOUND FINANCIAL STRATEGIES GROUP, LLC
CRD 286261 · SEC 801-108894
116 ONE MADISON PLAZA, SUITE 1100, MADISON, MS, 39110, United States
Phone
601-856-3825
Fax
601-856-1621
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.7M
Discretionary AUM
$217.7M
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 560 | $101.6M |
| High net worth individuals | 30 | $30.6M |
| Corporations/business entities | 3 | $85.5M |
States served
AL, GA, LA, MS, TN, TX
All web addresses on file
Official SEC filing: View on IAPD