Sound Financial Strategies Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 286261
- SEC number
- 801-108894
- Firm type
- RIA
- Assets under management
- $217.7M as of Mar 19, 2026
- Website
- www.facebook.com/soundfsg ↗
- Phone
- 601-856-3825
- Address
- 116 One Madison Plaza, Madison, MS, 39110
Advisors at this firm
4 in our index · page 1 of 1
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Christine Catherine ColeCRD 6398635 · Madison, MSIA Registered
-
Laura Ellen HerringtonCRD 7515062 · Madison, MSIA Registered
-
Joel R HoldenCRD 5642118 · Madison, MSIA RegisteredBroker
-
Jerry Van GranthamCRD 1056637 · Madison, MSIA RegisteredBroker
1–4 of 4
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.
SEC IAPD record for firm CRD 286261 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.