Soundwatch Capital, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 173151
- Registered since
- November 25, 2014
- Website
- www.soundwatch.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers83.94%
- Investment Companies16.06%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Soundwatch Capital, LLC is an institutional registered investment adviser that began SEC registration in 2014. The firm provides portfolio management services for investment companies and for businesses or other institutions and charges clients on a percentage-of-assets basis. Filings identify Soundwatch Capital in roles beyond pure advisory work — it is also listed as a sponsor, general partner, and managing member of pooled investment vehicles — but it is not positioned primarily as a capital allocator to third‑party managers. The firm reports an institutional client base and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds13%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$888M in ETFs
97%
$860M
1%
$28.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $396M | 514,429 | 44.58% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 3090 Nowitzki Way
- Time zone
- CT (UTC-6)
- Office locations
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