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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 Aug 17, 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 |
|---|---|---|---|
| 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.