SOUND VIEW WEALTH ADVISORS GROUP, LLC
Latest filing: Oct 25, 2024 (177 days ago)
AUM
$1,628,779,176
0% change vs. 1 year ago
34% change vs. 3 years ago
98% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
17
0% change vs. 1 year ago
31% change vs. 3 years ago
42% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SAVANNAH, GA
1 SKIDAWAY VILLAGE WALK, SAVANNAH, GA, UNITED STATES, 31411
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.5 |
| Non-Discretionary | $0.1 |
| Total | $1.6 |
| Client | AUM |
|---|---|
| Retail | $1.6 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 373 | $0.1 |
| Average Individual AUM | $323,626 | |
| HNW | 362 | $1.5 |
| Average HNW AUM | $4,010,985 | |
| Retail Total | 735 | $1.6 |
| Average Retail AUM | $2,139,713 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.4 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $1.6 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 58% | $0.9 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 7% | $0.1 |
| Municipal | 4% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 14% | $0.2 |
| Other Pools | 1% | $0.0 |
| Cash | 13% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $39.6 | 122258 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - | |
| SOUND VIEW INSURANCE, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MOLLY LANIER | SAVANNAH | GA | S66|2002-05-22 | ||||||
| LEAH WILLEY | SAVANNAH | GA | S65|2021-04-26 | ||||||
| KELLY BOUCHILLON | SAVANNAH | GA | S63|1989-11-13|S65|1994-12-06 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK SILVERS | SAVANNAH | GA | S65|2022-08-26 | ||||||
| EDWARD AMBROSE | SAVANNAH | GA | S66|2011-11-04 | ||||||
| MELISSA BOUCHILLON | SAVANNAH | GA | S66|2004-05-07 | CERTIFIED FINANCIAL PLANNER | |||||
| REBEKAH HOFFMAN | SAVANNAH | GA | S66|2009-12-30 | ||||||
| OSCAR HAM | SAVANNAH | GA | S63|1992-01-30|S65|1994-12-05 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.6 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $1.6 | $0.0 | 0% | 17 | 0 | 0% |
| 2023-04-04 | $1.4 | $0.3 | 18% | 15 | 2 | 13% |
| 2022-04-01 | $1.2 | $0.4 | 34% | 13 | 4 | 31% |
| 2021-04-05 | $0.9 | $0.7 | 75% | 12 | 5 | 42% |
| 2020-04-01 | $0.8 | $0.8 | 98% | 12 | 5 | 42% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 5 | 12 | 240% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| GA, CA-03/26/2019, CO-10/10/2019, DC-11/22/2019, FL-10/10/2019, GA-03/26/2019, IL-09/27/2023, IN-09/12/2023, LA-11/22/2019, MA-03/26/2019, MD-11/22/2019, NC-03/26/2019, NH-09/12/2023, NJ-03/27/2019, NY-03/26/2019, OH-10/25/2024, PA-03/26/2019, SC-03/26/2019, TN-09/23/2020, TX-03/26/2019, VA-10/10/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV