AdvisorCensus / Financial advisors / Florida / Miami / Remotiv / Financial Soundings
Remotiv / Financial Soundings
Filed as REMOTIV / FINANCIAL SOUNDINGS · Legal name Remotiv LLC
Remotiv / Financial Soundings is an SEC-registered investment advisory firm in Coconut Grove, FL, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated July 23, 2026.
Quick answers
From the filingHow is Remotiv / Financial Soundings compensated?
On its Form ADV (Item 5.E, October 2026), Remotiv / Financial Soundings reports these compensation arrangements: fixed fees (other than subscription fees); other.
Where is Remotiv / Financial Soundings located?
Remotiv / Financial Soundings' principal office is in Coconut Grove, FL, according to its Form ADV.
Is Remotiv / Financial Soundings registered with the SEC or a state?
Remotiv / Financial Soundings is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146082.
How have Remotiv / Financial Soundings' assets and staff changed since 2021?
In the Form ADV data for Remotiv / Financial Soundings: Total employees: 14 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Remotiv / Financial Soundings serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (12); state or municipal government entities (including government pension plans) (6).
Does Remotiv / Financial Soundings report any disciplinary disclosures?
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/146082
What changed in Remotiv / Financial Soundings' recent Form ADV filings?
In the August 2026 filing data: Added the business name Remotiv Division of Planmember Securities Corporation.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Remotiv LLC
- Also doing business as
- FINANCIAL SOUNDINGS, FS, REMOTIV, REMOTIV DIVISION OF PLANMEMBER SECURITIES CORPORATION
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
51 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 5 | July 23, 2026 |
| October 2025 | Not reported | 11 | March 27, 2025 |
| October 2024 | Not reported | 11 | March 27, 2024 |
| October 2023 | Not reported | 14 | March 24, 2023 |
| October 2022 | Not reported | 14 | August 7, 2022 |
| October 2021 | Not reported | 14 | July 9, 2021 |
Total employees: 14 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Added the business name Remotiv Division of Planmember Securities Corporation.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Remotiv / Financial Soundings (CRD 146082): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082