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| Keyboard |
| Sound Advisory LLC
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|---|---|
| CRD # | 328213 |
| SEC # | 801-131907 |
| CIK # | |
| AUM | 90.2 M (2026-03-02) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 208-254-0142 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.9 |
| (b) Individuals (high net worth individuals) | 126 | 87.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 312 | 90.2 |
| By Discretionary | ||
| Discretionary | 312 | 90.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 312 | 90.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.2 | |
| Total | 312 | 90.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 43 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Novus Advisors LLC
✚
|
SC | 91.3 M |
|
Concert Investment Advisory LLC
✚
|
91.1 M | |
|
Algorithmic Investment Models LLC
✚
|
MA | 90.9 M |
|
Schaffer & Company Asset Management Inc
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FL | 90.8 M |
|
Weatherhelm Capital Management LLC
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NY | 90.6 M |
|
Alphaq Advisors LLC
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FL | 90.6 M |
|
Washington Square Capital Management LLC
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NY | 90.4 M |
|
Oak Crest Advisory LLC
✚
|
NY | 90.2 M |
|
Weiss Financial Group LLC
✚
|
NY | 90.0 M |
|
Pichardo Asset Management Sa de CV
✚
|
89.8 M |