Wealth manager, independent · Savannah, GA
Sound View Wealth Advisors Group, LLC
SEC-registered investment adviser · CRD 300927 · SEC 801-114892
At a glance
Sound View Wealth Advisors Group, LLC is an SEC-registered investment adviser based in Savannah, Georgia, with $2.3B in regulatory assets under management as of its Form ADV filed March 29, 2026. It reports 927 individual clients, 455 of them high-net-worth, holding an average of about $2.4 million each, and 19 employees. That ranks it 489th among the nation’s 5,657 independent wealth management RIAs and 24th of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 912-239-4630soundviewealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among independent wealth managers
- #489 of 5,657
- Rank among all SEC RIAs
- #3,365 of 17,210
- Rank in Georgia
- #24 of 171
- Individual clients
- 927
- High-net-worth clients
- 455
- Accounts
- 3,285
- Discretionary
- 96% of AUM
- Employees
- 19
- Advisory staff
- 11
- Offices
- 3
Owners and executives on its Form ADV
- Melissa K BouchillonChief Compliance Officer and Managing Partner
- Oscar E. HamSenior Partner
- Kelly L. BouchillonSenior Partner
- Edward F. AmbrosePartner
Custody and brokerage
Broker-dealer
Hybrid RIA
Sound View Wealth Advisors Group, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
ents An advisory person of Sound View Wealth is a registered representative of Purshe Kaplan Sterling Investments (“PKS”), a FINRA member broker-dealer, and through this relationship receives transaction -based compensation for annuities w
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 455 | $2.0B | 90% |
| Individuals | 472 | $135M | 6% |
| Charitable organizations | 11 | $48M | 2% |
| Corporations or other businesses | 12 | $47M | 2% |
Disciplinary disclosures
Sound View Wealth Advisors Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗soundviewealthadvisors.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,748 peers of its type and size
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Bison Wealth, LLCAtlanta | $2.7B | 8,569 |
| Strategic Blueprint, LLCAtlanta | $2.5B | 3,338 |
| Arcus Capital Partners, LLCAtlanta | $2.5B | 447 |
| Cahaba Wealth Management, Inc.Atlanta | $2.1B | 888 |
| The Fiduciary GroupSavannah | $2.0B | 621 |
| Marco Investment Management LLCAtlanta | $1.8B | 266 |
Background
Questions
How much does Sound View Wealth Advisors Group, LLC manage?
Sound View Wealth Advisors Group, LLC reports $2.3B in regulatory assets under management across 3,285 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 29, 2026.
How many clients does Sound View Wealth Advisors Group, LLC have?
It reports 927 individual clients: 455 high-net-worth individuals and 472 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Sound View Wealth Advisors Group, LLC headquartered?
Its main office is in Savannah, Georgia. It reports 3 offices in total and 19 employees, 11 of whom perform investment advisory functions.
How does Sound View Wealth Advisors Group, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sound View Wealth Advisors Group, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 29, 2026, it reports these amounts held: Charles Schwab ($2.0B); Fidelity ($286M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sound View Wealth Advisors Group, LLC a hybrid RIA with a broker-dealer?
Sound View Wealth Advisors Group, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Sound View Wealth Advisors Group, LLC a fiduciary?
As an SEC-registered investment adviser, Sound View Wealth Advisors Group, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Sound View Wealth Advisors Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →