SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD #300927 SEC #801-114892 SAVANNAH, GA 912-239-4630

SEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

Employees

Clients

Accounts

2,947

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 23, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
AMBROSE, EDWARD, FRANCIS	I	PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, KELLY, LEE	I	SENIOR PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
BOUCHILLON, MELISSA, K	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
HAM, OSCAR, EMERSON	I	SENIOR PARTNER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP, ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP, ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP, ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP, ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP, ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP, ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP, ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP, ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP, ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP, ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP, ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP, ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control

Registrations

Federal

May 23, 2025 REGISTERED

Notice Filings (22)

CA CO CT DC FL GA IL IN LA MA MD NC NH NJ NY OH PA SC TN TX VA WA

Address

1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH, GA 31411
United States

Phone: 912-239-4630