Investment adviser · CRD 173151
SOUNDWATCH CAPITAL, LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 13, 2026
- Regulatory AUM
- $1.02B Form ADV · Item 5.F
- Client accounts
- 330 Accounts, not individual clients
- Employees
- 5 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $857,002,206 | 83.9% |
| Investment companies | 1 | $163,962,870 | 16.1% |
Filing source
Form ADV 2097689 · May 13, 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: May 13, 2026. View historical filings
Reported services
Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3090 NOWITZKI WAY, SUITE 300DALLAS, TX, 75219, United States
CRD 173151
Filing source
Form ADV 2097689 · May 13, 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.