{
  "crd_number": 146082,
  "slug": "remotiv-financial-soundings-coconut-grove-fl-146082",
  "primary_business_name": "REMOTIV / FINANCIAL SOUNDINGS",
  "legal_name": "REMOTIV LLC",
  "dbas": [
    "FINANCIAL SOUNDINGS",
    "FS",
    "REMOTIV",
    "REMOTIV DIVISION OF PLANMEMBER SECURITIES CORPORATION"
  ],
  "city": "Coconut Grove",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-09-19",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 5,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "state_municipal": {
      "raum": null,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/FINANCIALSOUNDINGS",
    "https://financialsoundings.com",
    "https://linkedin.com/COMPANY/FINANCIAL-SOUNDINGS",
    "https://remotiv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146082",
  "city_as_filed": "COCONUT GROVE",
  "url": "https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082",
  "display_name": "Remotiv / Financial Soundings",
  "summary": "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.",
  "citation": "AdvisorCensus. Remotiv / Financial Soundings (CRD 146082): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Remotiv / Financial Soundings compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Remotiv / Financial Soundings reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Remotiv / Financial Soundings located?",
      "a": "Remotiv / Financial Soundings' principal office is in Coconut Grove, FL, according to its Form ADV."
    },
    {
      "q": "Is Remotiv / Financial Soundings registered with the SEC or a state?",
      "a": "Remotiv / Financial Soundings is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146082."
    },
    {
      "q": "How have Remotiv / Financial Soundings' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Remotiv / Financial Soundings serve?",
      "a": "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)."
    },
    {
      "q": "Does Remotiv / Financial Soundings 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/146082"
    },
    {
      "q": "What changed in Remotiv / Financial Soundings' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added the business name Remotiv Division of Planmember Securities Corporation."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 14,
      "filing_date": "2021-07-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 14,
      "filing_date": "2022-08-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 14,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 11,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 11,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Remotiv Division of Planmember Securities Corporation."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/146082",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}