# SOUND FINANCIAL STRATEGIES GROUP, LLC

SOUND FINANCIAL STRATEGIES GROUP, LLC of MADISON, MS is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 286261
- Type: SEC-registered investment adviser
- SEC file number: 801-108894
- Location: 116 ONE MADISON PLAZA, SUITE 1100, MADISON, MS, 39110
- Phone: 601-856-3825
- Latest filing: 2026-03-19
- Regulatory AUM: $217.7M
- Discretionary AUM: $217.7M
- Clients: 7
- Accounts: 923

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Danny Matthews | CFO/CCO | Vancouver, A1 |
| Joel R Holden | OWNER; PARTNER/COO/CCO | Madison, MS |
| Susan Allred Holden | OWNER | — |
| Chris Tyler Mcalpin | MANAGING PARTNER | — |
| MATTHEWS DANNY ROBERT | FOUNDING PARTNER/CFO/CCO | — |
| DEAN SAMMY TERRY | FOUNDING PARTNER/PRESIDENT; PRESIDENT | — |
| HOLDEN JOEL RICK | PARTNER/COO | — |
| MCALPIN CHRIS TYLER | MANAGING PARTNER; MANAGING PARTNER/SENIOR PARTNER | — |
| SIMMONS KARL GLENN | PARTNER; PARTNER/SENIOR PARTNER | — |
| DANNY R MATTHEW REVOCABLE TRUST AUGUST | FOUNDING PARTNER/CFO/CCO | — |
| Holden Joel R | PARTNER/COO; PARTNER/COO/CCO | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-09-30 | civil | MICHAEL HUMPHREY AND CHRISTOPHER HUMPHREY WERE NAMED BENEFICIARIES OF DECEDENT'S IRA, PRIOR TO THE CHANGE IN BENEFICIARY DESIGNATION ON OR ABOUT MARCH 23, 2014. DEFENDANT JANICE HUMPHREY, SURVIVING SPOUSE OF CONNIEWAY HUMPHREY AND PRIMARY BENEFICIARY UNDER THE DECEDENT'S IRA. MICHAEL HUMPHREY AND CH… | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286261/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286261/similar
- Related entities: https://search.stillhousedata.com/firm/286261/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286261

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.