Sound Capital

Overview

Sound Capital is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm manages portfolios on a discretionary, fee-based (percentage of AUM) model and combines financial planning and portfolio management for individuals and small businesses with periodic written commentary. Its investment stance is equity-heavy: exchange-traded equities make up the clear bulk of assets under management. Sound Capital also supplements equity exposure with mutual funds and allocates to a range of third-party alternative fund managers when appropriate. The firm does not position itself as an ESG-focused adviser and maintains a single-office, client-focused platform rather than a multi-state or institutional capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices