Sound Income Strategies, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

173272

SEC number

801-80425

Firm type

RIA

Assets under management

$4.2B as of Jan 23, 2026

Website

thecapitalizedretirement.com ↗

Phone

954-487-1860

Address

500 W Cypress Creek Road, Fort Lauderdale, FL, 33309

Advisors at this firm

131 in our index · page 2 of 3

• Phillip FoustCRD 6924906 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Nicholas Dalton FranksCRD 8073303 · Alpharetta, GA
  IA Registered
• Mark Waldo GraberCRD 2812889 · Red Oak, IA
  IA Registered
• Jacob Duane GravesCRD 7942377 · Murfreesboro, TN
  IA RegisteredRegistration inactive
• Victor GreenCRD 6505265 · Downers Grove, IL
  IA Registered
• Spencer GeorgettiCRD 7347009 · Toledo, OH
  IA RegisteredRegistration inactive
• Rosemary Elizabeth GuerreroCRD 7998928 · Fort Lauderdale, FL
  IA Registered
• Andrew Glaston GuthrieCRD 8218616 · Watkinsville, GA
  IA Registered
• Alexander Joseph HuntCRD 6428897 · Hernando Beach, FL
  IA Registered
• Chad Randal HambyCRD 7922689 · Murfreesboro, TN
  IA Registered
• Rae Denise Haulk DavisCRD 2208056 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Jack William HazekampCRD 7168048 · Crystal Lake, IL
  IA RegisteredRegistration inactive
• Andrew Richard HoldinessCRD 6991428 · Murfreesboro, TN
  IA RegisteredRegistration inactive
• Derek Brian IllstonCRD 7951046 · Braselton, GA
  IA Registered
• Matthew Perry JohnsonCRD 6051686 · Humboldt, IA
  IA Registered
• Matthew Jay JoryCRD 7043256 · Cordova, TN
  IA RegisteredRegistration inactive
• Andrew Michael JarrettCRD 8011252 · Braselton, GA
  IA Registered
• Amanda Nicole JohnstonCRD 7101047 · Humboldt, IA
  IA Registered
• Joshua Douglas JonesCRD 8302633 · Manassas, VA
  IA Registered
• Micah Kenneth KeelCRD 4270312 · Fort Myers, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Abigail Rose KladivkoCRD 6240743 · Charleston, SC
  IA Registered
• Gary Robert KomarekCRD 850113 · Libertyville, IL
  IA Registered
• Eric Michael LardnerCRD 4708444 · Dallas, TX
  IA RegisteredRegistration inactive
• Melanie Granville LeahyCRD 5690824 · Pinehurst, NC
  IA RegisteredRegistration inactive
• Peter Charles LynchCRD 2989299 · Red Bank, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lester Philip LitchfieldCRD 6989988 · Chesapeake, VA
  IA RegisteredRegistration inactive
• James Francis LockeCRD 6895219 · Wilmington, DE
  IA Registered
• William M LowesCRD 7525201 · Cordova, TN
  IA RegisteredRegistration inactive
• Rhiannon LynnCRD 7960545 · Irving, TX
  IA RegisteredRegistration inactive
• David Wilson McadamsCRD 2626940 · Cordova, TN
  IA RegisteredRegistration inactive
• John Edward MccartinCRD 1634978 · San Diego, CA
  IA Registered
  Disclosure event(s) on record
• Britney MerrillCRD 4494311 · Wilmington, DE
  IA Registered
  Disclosure event(s) on record
• Gregory David MilewskiCRD 5834106 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Robert MoroneyCRD 3188284 · Longmeadow, MA
  IA RegisteredRegistration inactive
• James MacaulayCRD 6886686 · Kennesaw, GA
  IA RegisteredRegistration inactive
• Michael MccueCRD 8225206 · Staunton, VA
  IA Registered
• Mary McdirmidCRD 6592221 · Spokane, WA
  IA RegisteredRegistration inactive
• Karolyn Renee McdonaldCRD 7606497 · Melbourne, FL
  IA Registered
• Adam McgrathCRD 6934334 · Lexington, KY
  IA RegisteredRegistration inactive
• Andrew James MitchellCRD 7269909 · Crystal Lake, IL
  IA RegisteredRegistration inactive
• Joshua David MoskowitzCRD 6759405 · Manassas, VA
  IA RegisteredRegistration inactive
• Shadi MubaidinCRD 6706110 · Ankeny, IA
  IA RegisteredRegistration inactive
• Maurice Jack NelliganCRD 6955960 · Westbrook, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charlene M NelsonCRD 7450943 · Carnation, WA
  IA Registered
• Nicklas E NorvellCRD 7054690 · Toledo, OH
  IA Registered
• Mason L NoskowiakCRD 7639751 · Kansas City, MO
  IA RegisteredRegistration inactive
• Gary Lynn OsingCRD 5477151 · Cordova, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Edward Anthony OrellCRD 6655355 · Alpharetta, GA
  IA Registered
• David Shane PearcyCRD 6409543 · Murfreesboro, TN
  IA RegisteredRegistration inactive
• Patrick Carroll PeasonCRD 5486151 · Staunton, VA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.