# Remotiv / Financial Soundings

> 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.

- CRD: 146082
- Filed as: REMOTIV / FINANCIAL SOUNDINGS
- 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)
- Location: Coconut Grove, FL
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146082
- AdvisorCensus page: https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | Not reported |
| State or municipal government entities (including government pension plans) | 6 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [financialsoundings.com](https://financialsoundings.com)
- [remotiv.com](https://remotiv.com)
- Facebook @FINANCIALSOUNDINGS
- LinkedIn @FINANCIAL-SOUNDINGS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 14 | July 9, 2021 |
| October 2022 | Not reported | 14 | August 7, 2022 |
| October 2023 | Not reported | 14 | March 24, 2023 |
| October 2024 | Not reported | 11 | March 27, 2024 |
| October 2025 | Not reported | 11 | March 27, 2025 |
| October 2026 | Not reported | 5 | July 23, 2026 |

Total employees: 14 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added the business name Remotiv Division of Planmember Securities Corporation.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Remotiv / Financial Soundings (CRD 146082): Form ADV filing data as of October 2026.