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SOUND FINANCIAL STRATEGIES GROUP, LLC
CRD 286261File 801-108894
APPROVED
Retail clients
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$217.7M
Below cohort median (national)
Discretionary AUM
$217.7M
Clients
593
923 accounts
Employees
7
Bottom 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 11, 2017
- Principal office
- 116 ONE MADISON PLAZA, SUITE 1100, MADISON, MS, 39110
- Phone
- 601-856-3825
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.7M
- Discretionary AUM
- $217.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 923
- Non-discretionary accounts
- 0
- Total accounts
- 923
- AUM per client
- $367K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $85.5M |
| High net worth individuals | 30 | $30.6M |
| Individuals (other than high net worth individuals) | 560 | $101.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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
- Q11H2
- Q11H1A
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.