CRD: 286261
Sound Financial Strategies Group, LLC
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-2017
- Office Locations
- 1
Office Locations
About Sound Financial Strategies Group, LLC
Sound Financial Strategies Group is a Mississippi-based, fee-based advisory firm providing holistic financial planning, retirement planning, and actively managed investment portfolios. Serving professionals, entrepreneurs, and families, the team pairs a step-by-step planning process with a disciplined, rules-based, data-driven investment framework and faith-based/ethical considerations when desired. Established in 1993.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Joel R Holden Jr.
Chief Compliance Officer, Chief Operating Officer, PARTNER
- CRD
- #5642118
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Christine Catherine Cole
Advisor
- CRD
- #6398635
jerry van grantham
Financial Advisor, General Partner
- CRD
- #1056637
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,657,061 | $235,815 |
| Non-Discretionary | $0 | -- |
| Total | $217,657,061 | $235,815 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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