SOUND ADVISORY, LLC

SOUND ADVISORY, LLC is an SEC-registered investment adviser (CRD 328213). Regulatory assets under management: $90.2M.

Registration

• CRD: 328213
• SEC file number: 801-131907
• Type: Registered investment adviser
• Phone: (208)254-0142
• Latest filing: 2026-03-02
• Regulatory AUM: $90.2M
• Discretionary AUM: $90.2M
• Clients: 8
• Accounts: 312

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search