RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Mississippi
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOLDEN, JOEL, RICKIPARTNER/COONA Control
HOLDEN, JOEL, RICKIPARTNER/COONA Control
HOLDEN, JOEL, RICKIPARTNER/COONA Control
HOLDEN, JOEL, RICKIPARTNER/COONA Control
Holden, Joel, RIPARTNER/COONA Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
Holden, Joel, RIPARTNER/COO/CCOD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
McAlpin, Chris, TylerIMANAGING PARTNERD Control
DANNY R MATTHEWSICFO/CCOC Control
DANNY R. MATTHEW REVOCABLE TRUST, AUGUST 11, 2008IFOUNDING PARTNER/CFO/CCOC Control
DANNY R. MATTHEW REVOCABLE TRUST, AUGUST 11, 2008IFOUNDING PARTNER/CFO/CCOC Control
DANNY R. MATTHEW REVOCABLE TRUST, AUGUST 11, 2008IFOUNDING PARTNER/CFO/CCOC Control
DEAN, SAMMY, TERRYIFOUNDING PARTNER/PRESIDENTC Control
DEAN, SAMMY, TERRYIFOUNDING PARTNER/PRESIDENTC Control
DEAN, SAMMY, TERRYIFOUNDING PARTNER/PRESIDENTC Control
DEAN, SAMMY, TERRYIFOUNDING PARTNER/PRESIDENTC Control
Dean, Sammy, TerryIPRESIDENTC Control
MATTHEWS, DANNY, ROBERTIFOUNDING PARTNER/CFO/CCOC Control
MCALPIN, CHRIS, TYLERIMANAGING PARTNER/SENIOR PARTNERB Control
MCALPIN, CHRIS, TYLERIMANAGING PARTNER/SENIOR PARTNERB Control
MCALPIN, CHRIS, TYLERIMANAGING PARTNER/SENIOR PARTNERB Control
MCALPIN, CHRIS, TYLERIMANAGING PARTNER/SENIOR PARTNERB Control
McAlpin, Chris, TylerIMANAGING PARTNERB Control
SIMMONS, KARL, GLENNIPARTNER/SENIOR PARTNERA Control
SIMMONS, KARL, GLENNIPARTNER/SENIOR PARTNERA Control
SIMMONS, KARL, GLENNIPARTNER/SENIOR PARTNERA Control
SIMMONS, KARL, GLENNIPARTNER/SENIOR PARTNERA Control
Simmons, Karl, GlennIPARTNERA Control

Registrations

Federal

IA
Nov 14, 2025 REGISTERED

Notice Filings (11)

AL AR AZ CA FL GA LA MS NY TN TX

Address

116 ONE MADISON PLAZA
SUITE1100
MADISON, MS 39110
United States
Phone: 601-856-3825