SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC of VANDALIA, OH is an SEC-registered investment adviser (CRD 163025).

Registration

• CRD: 163025
• Type: Registered investment adviser
• Location: 320 JAMES E. BOHANAN DRIVE, VANDALIA, OH, 45377
• Phone: 937-264-9300
• Latest filing: 2026-06-23
• Clients: 3

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163025 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search