CRD: 173272
Sound Income Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-22-2014
- Office Locations
- 73
Office Locations
About Sound Income Strategies, LLC
Sound Income Strategies, LLC is an SEC-registered RIA providing fee-based financial planning and investment advisory services. Serving retail and institutional clients, the firm emphasizes active management, asset allocation and risk management, using ETFs and fixed income as core building blocks alongside mutual funds and insurance/annuity solutions. Custody is commonly held at Schwab and Fidelity, with a multi-office footprint from its Fort Lauderdale base.
Reported data analysis
What the numbers show
Between November 26, 2025 and January 23, 2026, reported AUM increased 3.5%, from $4.0B to $4.2B.
Across 5 reported observations, AUM increased 146.1% between July 25, 2022 and January 23, 2026, from $1.7B to $4.2B.
Of the latest reported AUM, 93.7% is discretionary and 6.3% is non-discretionary.
The firm reports 134 advisory representatives and 24,814 clients, or 185.2 clients per representative. That equates to $168.5K in reported AUM per client.
The profile lists 73 reported office locations and 11 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
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- Platform
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- Technology
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Owner & Executives
RANA CHANDER
Chief Operating Officer
- CRD
- #4853245
- Ownership
- Less than 5%
Charles Burton Radlauer
Chief Compliance Officer
- CRD
- #2895611
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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RYAN SPENCER ALEXANDER
Financial Advisor
- CRD
- #6907429
ADAM ANGIBEAU
Investment Advisor Representative
- CRD
- #6191823
Showing 2 of 129 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,919,508,068 | $176,578 |
| Non-Discretionary | $261,554,333 | $102,210 |
| Total | $4,181,062,401 | $168,891 |
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Separately Managed Accounts
SMA allocation detail is available
Sound Income Strategies, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Sound Income Strategies, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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