SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC

Overview

Sound Financial Investment Management, LLC is an owner-operated limited liability company that positions itself as a small capital allocator and advisory practice. The firm charges fees as a percentage of assets under management and lists core advisory activities that include portfolio management for individuals and small businesses, selection of other advisers, pension consulting services and delivery of educational seminars and workshops. It is affiliated with an insurance company and uses third-party managers as part of its allocation approach. The firm is not identified as an active ESG investor and is not registered as a multistate adviser. Classification in the available summary is unclassified, and the owner type is listed as an individual, which suggests a boutique, owner-led operating model focused on personalized advisory services and outsourced manager relationships rather than a large in-house platform.

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