SOUND FINANCIAL ADVISORS, INC.

SOUND FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 115875). Regulatory assets under management: $24.8M.

Registration

• CRD: 115875
• Type: Registered investment adviser
• Phone: 206-909-2266
• Latest filing: 2026-03-27
• Regulatory AUM: $24.8M
• Discretionary AUM: $20.8M
• Non-discretionary AUM: $4.0M
• Clients: 2
• Accounts: 289

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search