# Soundhaven Capital Management

> Soundhaven Capital Management 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 March 21, 2026.

- CRD: 170821
- Filed as: SOUNDHAVEN CAPITAL MANAGEMENT
- Legal name: Naylor Capital LLC
- Also doing business as: SOUNDHAVEN CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170821
- AdvisorCensus page: https://advisorcensus.com/firm/soundhaven-capital-management-170821

## Quick answers

**How is Soundhaven Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Soundhaven Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Soundhaven Capital Management registered with the SEC or a state?**
Soundhaven Capital Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 170821.

**How much does Soundhaven Capital Management manage?**
Soundhaven Capital Management reports $202,104,888 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (40% discretionary).

**How have Soundhaven Capital Management's assets and staff changed since 2024?**
In the Form ADV data for Soundhaven Capital Management: Regulatory assets under management: $120,371,631 in the October 2024 data and $202,104,888 in the October 2026 data, up 68%. Total employees: 1 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Soundhaven Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (57); pension and profit sharing plans (but not the plan participants or government pension plans) (25).

**Which custodians does Soundhaven Capital Management use?**
Soundhaven Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Soundhaven Capital Management 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/170821

**Does Soundhaven Capital Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 21, 2026 says: "Clients are required to invest a minimum of $100,000, but SoundHaven may waive this minimum."

**What changed in Soundhaven Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $159,412,239 to $202,104,888 (+27%). Registered or notice-filed in NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 21, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Clients are required to invest a minimum of $100,000, but SoundHaven may waive this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $202,104,888
- Discretionary: $81,407,394
- Non-discretionary: $120,697,494

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $9,342,274 |
| High net worth individuals | 57 | $57,443,165 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $120,697,494 |
| Corporations or other businesses not listed above | 2 | $14,621,955 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soundhavencapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $120,371,631 | 1 | June 20, 2024 |
| October 2025 | $159,412,239 | 3 | July 10, 2025 |
| October 2026 | $202,104,888 | 3 | March 21, 2026 |

Regulatory assets under management: $120,371,631 in the October 2024 data and $202,104,888 in the October 2026 data, up 68%.
Total employees: 1 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $159,412,239 to $202,104,888 (+27%).
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Soundhaven Capital Management (CRD 170821): Form ADV filing data as of October 2026.