{
  "crd_number": 160180,
  "slug": "eastsound-capital-advisors-llc-160180",
  "primary_business_name": "EASTSOUND CAPITAL ADVISORS, LLC",
  "legal_name": "EASTSOUND CAPITAL ADVISORS, LLC",
  "dbas": [
    "ADVISORS 360",
    "CAPITAL ADVISORS 360",
    "WESTERN FINANCIAL"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-08",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 214576000.0,
  "raum_discretionary": 214576000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 362000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 71222000.0,
      "count": 195
    },
    "pension_profit_sharing": {
      "raum": 1749000.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 130897000.0,
      "count": 49
    },
    "corporations_other_businesses": {
      "raum": 10346000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "MA",
    "NC",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://advisors360pwm.com",
    "https://capitaladvisors360.com",
    "https://eastsoundcapitaladvisors.com",
    "https://eric-butler.com",
    "https://facebook.com/advisors360Founder",
    "https://facebook.com/capitaladvisors360",
    "https://instagram.com/advisors360.pwm",
    "https://linkedin.com/company/advisors360",
    "https://linkedin.com/company/capital-advisor-360",
    "https://linkedin.com/in/ericbutler1",
    "https://linkedin.com/in/greg-syler-226998",
    "https://linkedin.com/in/jpietsch",
    "https://linkedin.com/in/marktaylan",
    "https://linkedin.com/in/rob-hanna-b1712b1",
    "https://linkedin.com/in/willoughbyhume",
    "https://twitter.com/capadvisors360",
    "https://westernfinancialco.com",
    "https://youtube.com/@advisors360pwm"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160180",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/eastsound-capital-advisors-llc-160180",
  "display_name": "Eastsound Capital Advisors, LLC",
  "summary": "Eastsound Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.",
  "citation": "AdvisorCensus. Eastsound Capital Advisors, LLC (CRD 160180): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Eastsound Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eastsound Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Eastsound Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Eastsound Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 160180."
    },
    {
      "q": "How much does Eastsound Capital Advisors, LLC manage?",
      "a": "Eastsound Capital Advisors, LLC reports $214,576,000 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eastsound Capital Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Eastsound Capital Advisors, LLC: Regulatory assets under management: $152,190,000 in the October 2024 data and $214,576,000 in the October 2026 data, up 41%. Total employees: 6 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eastsound Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (49); other investment advisers (3)."
    },
    {
      "q": "Which custodians does Eastsound Capital Advisors, LLC use?",
      "a": "Eastsound Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark, Charles Schwab, Interactive Brokers Corp. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eastsound Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160180"
    },
    {
      "q": "What changed in Eastsound Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $167,704,000 to $214,576,000 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 152190000.0,
      "total_employees": 6,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 167704000.0,
      "total_employees": 5,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 214576000.0,
      "total_employees": 8,
      "filing_date": "2026-06-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $167,704,000 to $214,576,000 (+28%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark",
      "name_as_filed": "ASSETMARK",
      "affiliated": false
    },
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers Corp.",
      "name_as_filed": "INTERACTIVE BROKERS CORP.",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/eastsound-capital-advisors-llc-160180.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 195,
      "fewer_than_5": false,
      "raum": 71222000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 49,
      "fewer_than_5": false,
      "raum": 130897000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1749000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 362000.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 3,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 10346000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160180",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}