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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-12-2020
- Office Locations
- 7
Office Locations
About Strait & Sound
Strait & Sound is a fiduciary RIA providing comprehensive wealth management for individuals and families—especially successful executives, entrepreneurs, and disciplined savers. The firm pairs bespoke financial planning with investment management, retirement planning, and tax-strategy guidance to support long-term financial independence. Portfolios lean on ETFs and public funds, and the firm’s custodians include Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CORY BRETT BAER
Founder
- CRD
- #6141366
- Ownership
- Less than 5%
DANIEL ALLEN BARNES
Chief Investment Officer, Director
- CRD
- #5143840
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MITCHELL HAROLD FREEDMAN
Financial Advisor, General Partner
- CRD
- #1227291
LI PING GUAY
Financial Advisor
- CRD
- #4058377
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,725,811 | $478,117 |
| Non-Discretionary | $0 | -- |
| Total | $333,725,811 | $478,117 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | 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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