Eastsound Capital Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$215M

Discretionary

$215M

100% of AUM

Avg account

$389K

Accounts

551

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 160180
Registered since: March 8, 2024
Website: www.eastsoundcapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., INTERACTIVE BROKERS LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI61%
Individuals33.19%
Corporations / Businesses4.82%
Pension & Profit Sharing Plans0.82%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eastsound Capital Advisors, LLC is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of advisory and non-advisory services. Core offerings include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through newsletters and seminars. The firm also engages in other financial product sales, and its industry affiliations include other investment advisers, accounting, insurance, and real estate brokerage relationships. Fee arrangements are flexible and include percentage-of-AUM, hourly, subscription, and fixed fees. Eastsound does not identify as an active ESG investor.