Investment adviser · CRD 107438
SOUND INVESTMENT MANAGEMENT INC
Investment adviser filing (IA)
TUALATIN, OR, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $256M Form ADV · Item 5.F
- Client accounts
- 140 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $152,500,000 | 59.7% |
| Individuals | 98 | $103,000,000 | 40.3% |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2094852 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
8215 TUALATIN SHERWOOD ROAD, SUITE 200TUALATIN, OR, 97062, United States
CRD 107438
Filing source
Form ADV 2094852 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.