SOUND ASSET MANAGEMENT GROUP, LLC

Overview

Sound Asset Management Group, LLC is a small, SEC-registered investment adviser that operates primarily as a capital allocator and selector of outside managers. The firm focuses on constructing client exposure by identifying and placing capital with third‑party advisers instead of running a broad suite of proprietary strategies. Registered in 2007 and organized as a limited liability company under individual ownership, the adviser does not position itself as an active ESG investor and does not identify as a multi‑state adviser or pension consultant. Its advisory activity is centered on manager selection and allocating to external vehicles, which suggests the firm emphasizes due diligence, manager sourcing and portfolio construction rather than direct security selection. The reported fee structure is listed as “Other,” implying the firm may employ customized billing arrangements or blended fees tailored to client relationships and alternative allocations.

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Location & Offices