# Sound View Wealth Advisors Group, LLC

> Sound View Wealth Advisors Group, LLC is an SEC-registered investment advisory firm in Savannah, GA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 300927
- Filed as: SOUND VIEW WEALTH ADVISORS GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Savannah, GA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300927
- AdvisorCensus page: https://advisorcensus.com/firm/sound-view-wealth-advisors-group-llc-savannah-ga-300927

## Quick answers

**How is Sound View Wealth Advisors Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sound View Wealth Advisors Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Sound View Wealth Advisors Group, LLC located?**
Sound View Wealth Advisors Group, LLC's principal office is in Savannah, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Sound View Wealth Advisors Group, LLC registered with the SEC or a state?**
Sound View Wealth Advisors Group, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300927.

**How much does Sound View Wealth Advisors Group, LLC manage?**
Sound View Wealth Advisors Group, LLC reports $2,279,615,918 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (96% discretionary).

**How have Sound View Wealth Advisors Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sound View Wealth Advisors Group, LLC: Regulatory assets under management: $932,928,638 in the October 2021 data and $2,279,615,918 in the October 2026 data, up 144%. Total employees: 12 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sound View Wealth Advisors Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (472); high net worth individuals (455); corporations or other businesses not listed above (12).

**Which custodians does Sound View Wealth Advisors Group, LLC use?**
Sound View Wealth Advisors Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sound View Wealth Advisors Group, LLC 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/300927

**What changed in Sound View Wealth Advisors Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $1,937,657,662 to $2,279,615,918 (+18%). Registered or notice-filed in CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,279,615,918
- Discretionary: $2,183,812,731
- Non-discretionary: $95,803,187

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 472 | $134,905,494 |
| High net worth individuals | 455 | $2,049,084,948 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 11 | $48,445,166 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $47,180,310 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 19 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bluffton, SC
- Statesboro, GA

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- soundviewealthadvisors.com
- svadvice.com
- Facebook @Sound-View-Wealth-Advisors
- Instagram @soundviewwealthadvisors
- LinkedIn @focus-financial-partners
- LinkedIn @sound-view-wealth-advisors-svwa
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $932,928,638 | 12 | April 29, 2021 |
| October 2022 | $1,219,788,074 | 13 | March 31, 2022 |
| October 2023 | $1,378,420,892 | 15 | September 26, 2023 |
| October 2024 | $1,628,779,176 | 17 | March 28, 2024 |
| October 2025 | $1,937,657,662 | 18 | May 23, 2025 |
| October 2026 | $2,279,615,918 | 19 | March 29, 2026 |

Regulatory assets under management: $932,928,638 in the October 2021 data and $2,279,615,918 in the October 2026 data, up 144%.
Total employees: 12 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $1,937,657,662 to $2,279,615,918 (+18%).
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sound View Wealth Advisors Group, LLC (CRD 300927): Form ADV filing data as of October 2026.