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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
- Website
- HTTP://WWW.RISHUNTSVILLE.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 18 | $14.7M |
| Investment companies | 1 | Not reported |
| High net worth individuals | 473 | $786.2M |
| Pension and profit sharing plans | 4 | $3.9M |
| Individuals (other than high net worth individuals) | 24,261 | $3.38B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

