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SOUND INCOME STRATEGIES, LLC

CRD 173272File 801-80425
APPROVED
Retail clients
Disclosure events
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.18B
Top 25% of cohort (national)
Discretionary AUM
$3.92B
Non-discretionary $261.6M
Clients
24,757
24,756 accounts
Employees
134
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Oct 22, 2014
Principal office
500 W CYPRESS CREEK ROAD, SUITE 290, FORT LAUDERDALE, FL, 33309
Phone
954-487-1860

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.18B
Discretionary AUM
$3.92B
Non-discretionary AUM
$261.6M
Discretionary accounts
22,197
Non-discretionary accounts
2,559
Total accounts
24,756
AUM per client
$169K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other18$14.7M
Investment companies1Not reported
High net worth individuals473$786.2M
Pension and profit sharing plans4$3.9M
Individuals (other than high net worth individuals)24,261$3.38B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for investment companies
  • 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
  • Q11
  • Q11D1
  • Q11D2
  • Q11D4
  • Q11D5
  • Q11E2
  • Q11E4

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.