{
  "crd_number": 311034,
  "slug": "sound-capital-solutions-llc-311034",
  "primary_business_name": "SOUND CAPITAL SOLUTIONS LLC",
  "legal_name": "SOUND CAPITAL SOLUTIONS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-05",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 305731458.0,
  "raum_discretionary": 305731458.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 305731458.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL"
  ],
  "websites": [
    "https://linkedin.com/company/sound-capital-solutions",
    "https://soundcapitalsolutions.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311034",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/sound-capital-solutions-llc-311034",
  "display_name": "Sound Capital Solutions LLC",
  "summary": "Sound Capital Solutions 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 September 23, 2026.",
  "citation": "AdvisorCensus. Sound Capital Solutions LLC (CRD 311034): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Sound Capital Solutions LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sound Capital Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Sound Capital Solutions LLC registered with the SEC or a state?",
      "a": "Sound Capital Solutions LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311034."
    },
    {
      "q": "How much does Sound Capital Solutions LLC manage?",
      "a": "Sound Capital Solutions LLC reports $305,731,458 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sound Capital Solutions LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Sound Capital Solutions LLC: Regulatory assets under management: $45,453,407 in the October 2024 data and $305,731,458 in the October 2026 data, up 573%. Total employees: 5 in October 2024 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 Sound Capital Solutions LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2)."
    },
    {
      "q": "Does Sound Capital Solutions 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/311034"
    },
    {
      "q": "What changed in Sound Capital Solutions LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 45453407.0,
      "total_employees": 5,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 224206038.0,
      "total_employees": 5,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 305731458.0,
      "total_employees": 5,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $224,206,038 to $305,731,458 (+36%).",
        "No longer lists an office in Chicago, IL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sound-capital-solutions-llc-311034.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 305731458.0
    }
  ],
  "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/311034",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}