SOUND FINANCIAL STRATEGIES GROUP, LLC
CRD #286261 SEC #801-108894 MADISON, MS 601-856-3825
SEC Registered Disclosures
Total AUM
$183.7M
Discretionary
$183.7M
Employees
8
Clients
1
Accounts
1,280
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $183.7M | $183.7M | $0 | 8 | 0 |
| Mar 2025 | $183.7M | $183.7M | $0 | 8 | 0 |
| Dec 2024 | $184.5M | $184.5M | $0 | 8 | 0 |
| Aug 2024 | $184.5M | $184.5M | $0 | 8 | 0 |
| Apr 2024 | $184.5M | $184.5M | $0 | 8 | 0 |
| Mar 2024 | $184.5M | $184.5M | $0 | 8 | 0 |
| Mar 2023 | $214.8M | $214.8M | $0 | 9 | 0 |
| Mar 2022 | $264.1M | $264.1M | $0 | 11 | 0 |
| Jul 2021 | $257.1M | $257.1M | $0 | 9 | 0 |
| Mar 2021 | $257.1M | $257.1M | $0 | 9 | 0 |
| Jun 2020 | $270.9M | $270.9M | $0 | 12 | 0 |
| Mar 2020 | $270.9M | $270.9M | $0 | 12 | 0 |
| Feb 2020 | $236.7M | $236.2M | $520.2K | 10 | 0 |
| Jan 2020 | $236.7M | $236.2M | $520.2K | 10 | 0 |
| Mar 2019 | $236.7M | $236.2M | $520.2K | 10 | 0 |
| Mar 2018 | $203.6M | $203.6M | $0 | 9 | 0 |
| Nov 2017 | $185M | $185M | $0 | 9 | 0 |
| Mar 2017 | $45.9M | $45.9M | $0 | 9 | 700 |
| Dec 2016 | $178.4M | $178.4M | $0 | 9 | 700 |
DateNov 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$214.8M
Discretionary$214.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees11
Clients0
DateJul 2021
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$270.9M
Discretionary$270.9M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$236.7M
Discretionary$236.2M
Non-Disc.$520.2K
Employees10
Clients0
DateJan 2020
Total AUM$236.7M
Discretionary$236.2M
Non-Disc.$520.2K
Employees10
Clients0
DateMar 2019
Total AUM$236.7M
Discretionary$236.2M
Non-Disc.$520.2K
Employees10
Clients0
DateMar 2018
Total AUM$203.6M
Discretionary$203.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$45.9M
Discretionary$45.9M
Non-Disc.$0
Employees9
Clients700
DateDec 2016
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees9
Clients700