$6.9M Total AUM
$6.9M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2019
- Office Locations
- 1
Office Locations
-- Little Rock AR
About Sound Capital
Sound Capital is an independent, fiduciary RIA providing investment management and financial planning for individuals, families, and businesses. The firm builds customized portfolios and individualized plans with fee transparency and ongoing monitoring, with a core focus on ETF-based allocations and custody through Charles Schwab.
Team overview
37 AVG AGE
$6.9M AVG AUM / ADVISOR
$164.0K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM BALCH HOOFMAN
Financial Advisor, FOUNDER
- CRD
- #6101531
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,889,051 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,889,051 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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