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SOUND VIEW WEALTH ADVISORS GROUP, LLC
CRD 300927File 801-114892
APPROVED
Retail clients
Custody
Filing as of Mar 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.18B
Non-discretionary $95.8M
Clients
950
3,285 accounts
Employees
19
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 26, 2019
- Principal office
- 1 SKIDAWAY VILLAGE WALK, SUITE 201, SAVANNAH, GA, 31411
- Phone
- 912-239-4630
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.18B
- Non-discretionary AUM
- $95.8M
- Discretionary accounts
- 3,065
- Non-discretionary accounts
- 220
- Total accounts
- 3,285
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $47.2M |
| Charitable organizations | 11 | $48.4M |
| High net worth individuals | 455 | $2.05B |
| Individuals (other than high net worth individuals) | 472 | $134.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING ON CREDIT, CASH MANAGEMENT, INSURANCE SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2026 | Clients | 844 | 950 | increased by106 |
| Apr 1, 2026 | AUM | $1,937,657,662 | $2,279,615,918 | increased by$341,958,256 |
| Apr 1, 2026 | Accounts | 2,947 | 3,285 | increased by338 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 18 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 619 | 844 | increased by225 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,219,788,074 | $1,937,657,662 | increased by$717,869,588 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,206 | 2,947 | increased by741 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 540 | 619 | increased by79 |
| Apr 1, 2022 | AUM | $932,928,638 | $1,219,788,074 | increased by$286,859,436 |
| Apr 1, 2022 | Accounts | 1,961 | 2,206 | increased by245 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOUND VIEW” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUND VIEW” may also match similarly-named firms). Confirm identity against each filing.
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.