Sound Financial Strategies Group, LLC
● SEC registered since 2017CRD 286261SEC# 801-108894Madison, MS
Reg. AUM
$217.7M
Employees
7
Accounts
923
Location
Madison, MS
Sound Financial Strategies Group, LLC assets under management
Sound Financial Strategies Group, LLC is an investment advisory firm registered with the SEC based in Madison, MS. The firm has been registered since 2017. It reports $217.7 million in regulatory assets under management and employs 7 people.
Sound Financial Strategies Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel R Holden Control | Partner/Coo/Cco | Under 5% | 2017 |
| Jsh Holdings, LLC Control | Owner | Over 75% | 2026 |
| Joel R Holden Control | Owner | 50-75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Sound Financial Strategies Group, LLC manage?
Sound Financial Strategies Group, LLC reports $217.7 million in regulatory assets under management on its Form ADV.
How many employees does Sound Financial Strategies Group, LLC have?
Sound Financial Strategies Group, LLC reports 7 employees.
Where is Sound Financial Strategies Group, LLC located?
Sound Financial Strategies Group, LLC is based in Madison, MS and has been SEC-registered since 2017.
Does Sound Financial Strategies Group, LLC disclose fund performance?
Sound Financial Strategies Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 116 One Madison Plaza, Suite 1100, Madison, MS 39110 |
| Phone | 601-856-3825 |
| Fax | 601-856-1621 |
| Office hours | 8:30 a.m. - 5:00 p.m.; 8:30 a.m. - 4:00 p.m. On Friday |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$217.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$217.7Mregulatory AUM
Discretionary $217.7M