Overview
Assets Under Management: $202 million
High-Net-Worth Clients: 57
Average Client Assets: $1.0 million
Frequently Asked Questions
SOUNDHAVEN CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170821), SOUNDHAVEN CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
SOUNDHAVEN CAPITAL MANAGEMENT serves 57 high-net-worth clients according to their SEC filing dated March 21, 2026. View client details ↓
According to their SEC Form ADV, SOUNDHAVEN CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SOUNDHAVEN CAPITAL MANAGEMENT manages $202 million in client assets according to their SEC filing dated March 21, 2026.
According to their SEC Form ADV, SOUNDHAVEN CAPITAL MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.42%
Average Client Assets: $1.0 million
Total Client Accounts: 347
Discretionary Accounts: 322
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 170821
Filing ID: 2078851
Last Filing Date: 2026-03-21 12:26:11