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Sound Advisory, LLC

● SEC registered since 2025CRD 328213SEC# 801-131907
Export (members)
Reg. AUM
$90.2M
Employees
8
Accounts
312
Location

Sound Advisory, LLC assets under management

Sound Advisory, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $90.2 million in regulatory assets under management and employs 8 people.

Sound Advisory, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gannett Trust Company, LLC ControlOwnerOver 75%2025
Jessy Lee Gilger ControlPresident And Chief Compliance OfficerUnder 5%2023
Unchained Capital, Inc. ControlOwnerOver 75%2023

Frequently asked questions

How much does Sound Advisory, LLC manage?

Sound Advisory, LLC reports $90.2 million in regulatory assets under management on its Form ADV.

How many employees does Sound Advisory, LLC have?

Sound Advisory, LLC reports 8 employees.

Does Sound Advisory, LLC disclose fund performance?

Sound Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(208)254-0142
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$90.2M▲ 29%
Jan '25 — $69.9MFeb '25 — $69.9MMar '25 — $69.9MApr '25 — $69.9MMay '25 — $69.9MJun '25 — $69.9MJul '25 — $69.9MAug '25 — $69.9MSep '25 — $69.9MOct '25 — $69.9MNov '25 — $69.9MDec '25 — $69.9MJan '26 — $69.9MFeb '26 — $90.2MMar '26 — $90.2MApr '26 — $90.2MMay '26 — $90.2MJun '26 — $90.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$90.2Mregulatory AUM
Discretionary $90.2M