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EASTSOUND CAPITAL ADVISORS, LLC

CRD 160180File 801-129635
APPROVED
Retail clients
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.6M
Below cohort median (national)
Discretionary AUM
$214.6M
Clients
247
551 accounts
Employees
8

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Mar 8, 2024
Principal office
Not reported
Phone
360-317-4688

Assets & accounts

ADV Item 5F
Total regulatory AUM
$214.6M
Discretionary AUM
$214.6M
Non-discretionary AUM
$0
Discretionary accounts
551
Non-discretionary accounts
0
Total accounts
551
AUM per client
$869K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$10.3M
Charitable organizationsFewer than 5$362K
Other investment advisers3$0
High net worth individuals49$130.9M
Pension and profit sharing plansFewer than 5$1.7M
Individuals (other than high net worth individuals)195$71.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Subscription fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.