Overview
Assets Under Management: $168 million
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
EASTSOUND CAPITAL ADVISORS, LLC charges 1.95% on all assets according to their SEC Form ADV filing. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #160180), EASTSOUND CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
EASTSOUND CAPITAL ADVISORS, LLC serves 50 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, EASTSOUND CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
EASTSOUND CAPITAL ADVISORS, LLC manages $168 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, EASTSOUND CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Fee Structure
Primary Fee Schedule (2A 2B BROCHURE EASTSOUND J PIETSCH 10.25)
| Min | Max | Marginal Fee Rate |
|---|---|---|
| $0 | and above | 1.95% |
Illustrative Fee Rates
| Total Assets | Annual Fees | Average Fee Rate |
|---|---|---|
| $1 million | $19,500 | 1.95% |
| $5 million | $97,500 | 1.95% |
| $10 million | $195,000 | 1.95% |
| $50 million | $975,000 | 1.95% |
| $100 million | $1,950,000 | 1.95% |
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 450
Discretionary Accounts: 450
Regulatory Filings
CRD Number: 160180
Filing ID: 2031121
Last Filing Date: 2025-12-01 13:43:20
Website: 5
Form ADV Documents