Sound View Wealth Advisors Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Sound View Wealth Advisors Group reports 950 clients. They include 472 individual clients, 455 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 95.8% ($2.18B across 3,065 accounts) are managed with discretion; $95.8M across 220 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 6% |
| High-net-worth individuals | 48% | 90% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 472 | $135M | 5.9% | $286K |
| High-net-worth individuals | 455 | $2.05B | 89.9% | $4.5M |
| Charitable organizations | 11 | $48.4M | 2.1% | $4.4M |
| Corporations and other businesses | 12 | $47.2M | 2.1% | $3.93M |
| Total | 950 | $2.28B | 100% | $2.4M |
- Clients
- 472
- Regulatory AUM
- $135M
- AUM share
- 5.9%
- Avg. per client
- $286K
- Clients
- 455
- Regulatory AUM
- $2.05B
- AUM share
- 89.9%
- Avg. per client
- $4.5M
- Clients
- 11
- Regulatory AUM
- $48.4M
- AUM share
- 2.1%
- Avg. per client
- $4.4M
- Clients
- 12
- Regulatory AUM
- $47.2M
- AUM share
- 2.1%
- Avg. per client
- $3.93M
Total
- Clients
- 950
- Regulatory AUM
- $2.28B
- AUM share
- 100%
- Avg. per client
- $2.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Sound View Wealth Advisors Group charges 0.40%–1.50% a year for its Advisory Fee Schedule. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ad-hoc and project consultations
- Ad-hoc and project-based consultations are generally billed at $250 to $500 per hour.
- Financial planning services
- Financial planning under a separate agreement is negotiable, billed hourly at a rate that varies or as a flat fee.
Focus Operating, LLC owns 75% or more of Sound View Wealth Advisors Group and is in turn owned by Focus Financial Partners, LLC (75% or more). The leadership team of Sound View Wealth Advisors Group includes Chief Compliance Officer Melissa Bouchillon. It has 19 employees, 11 of them in advisory roles.
Leadership
- Melissa BouchillonChief Compliance Officer and Managing Partner
- Edward AmbrosePartner
- Kelly BouchillonSenior Partner
- Oscar HamSenior Partner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Edward Francis Ambrose III
- Kelly Lee Bouchillon
- Melissa K Bouchillon
- Nina Kate Brackett
- Oscar Emerson Ham III
- Joshua Severn Hegland
- Chelsea Blair Landreau
- Molly McGinnis Lanier
- Mark Silvers
Staff
- 19 employees
- 11 in advisory functions
- 11 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Sound View Wealth Advisors Group, LLC
Focus Operating, LLC
Control person · since February 2019
- Owns 75% or more of Focus Operating, LLC
Focus Financial Partners, LLC
Control person · since January 2007
- Owns 75% or more of Focus Financial Partners, LLC
Focus Financial Partners Inc.
Control person · since July 2018
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP, Acquisition, LLC
Control person · since August 2023
- Owns 75% or more of Ferdinand FFP, Acquisition, LLC
Ferdinand FFP Intermediate Holdings, LLC
Control person · since August 2023
- Owns 75% or more of Focus Financial Partners Inc.
Ferdinand FFP Ultimate Holdings, LP
Control person · since August 2023
- Owns 50% to 75% of Ferdinand FFP Ultimate Holdings, LP
CD&R Ferdinand Holdings, L.P.
Control person · since August 2023
- Owns 50% to 75% of CD&R Ferdinand Holdings, L.P.
Clayton, Dubilier & Rice Fund Xii, L.P.
Control person · since August 2023
- Owns 25% to 50% of CD&R Ferdinand Holdings, L.P.
CD&R Ferdinand Co-Investor, L.P.
Control person · since August 2023
CD&R Associates Xii, L.P.
General partner · Control person · since August 2023
CD&R Investment Associates Xii, LTD.
General partner · Control person · since August 2023
Sound View Wealth Advisors Group’s regulatory assets grew 2.4× from $933M (April 2021) to $2.28B (March 2026); clients rose from 540 to 950 and employees from 12 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.28B | 950 | 19 | 3 |
| May 2025 | $1.94B | 844 | 18 | 3 |
| March 2024 | $1.63B | 745 | 17 | 3 |
| March 2023 | $1.38B | 668 | 15 | 2 |
| March 2022 | $1.22B | 619 | 13 | 2 |
| April 2021 | $933M | 540 | 12 | 3 |
Besides its headquarters, Sound View Wealth Advisors Group has 2 offices, with 3 listed addresses in Georgia and South Carolina.
Georgia · 2 listed addresses
- 1 Skidaway Village Walk, Suite 201, SavannahHQ
- 335 South Walnut St, Statesboro
South Carolina · 1 listed address
- 5 Marianna Way, Bluffton
Contact and registration details
- Legal name
- Sound View Wealth Advisors Group, LLC
- Headquarters
- 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411
- Website
- svadvice.com
- Phone
- 912-239-4630
- @sound-view-wealth-advisors-svwa
- SEC file
- 801-114892
- Structure
- Delaware LLC
- Fiscal year end
- December
Sound View Wealth Advisors Group uses Charles Schwab ($1.97B, 87%) and Fidelity ($286M, 13%) as custodians for its separately managed accounts. Sound View Wealth Advisors Group has custody of $981M in client assets for 467 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.97B87%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $286M13%
At year end, Sound View Wealth Advisors Group’s separately managed accounts were mostly in stocks (69%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.61B across 440 positions; the largest are Apple Inc. (4.8%), iShares TR (3.2%) and Nvidia Corporation (2.9%).
What the accounts hold
- Stocks69%
- Exchange-traded equities68%
- Non-exchange-traded equities1%
- Funds15%
- Registered funds14%
- Pooled vehicles1%
- Bonds8%
- State and local bonds4%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash8%
Reported 13F holdings
- $1.61B
- Reported 13F value
- 440
- Positions
- 26.9%
- In the 10 largest
- +9.6%
- Value vs. prior quarter
- Apple Inc.4.8%
- iShares TR · Ibonds 27 ETF3.2%
- Nvidia Corporation2.9%
- iShares TR · Ibonds Dec 292.7%
- iShares TR · Ibds Dec28 ETF2.6%
- iShares TR · Ibonds Dec 20302.5%
- iShares TR · Ibonds Dec20262.2%
- Microsoft Corp.2.2%
- First TR Exchng Traded FD VI · FT Ladd Buff ETF2.0%
- iShares TR · Ibonds Dec 20311.7%
Together, the ten largest are 26.9% of reported value.
How many clients does Sound View Wealth Advisors Group have?
Sound View Wealth Advisors Group has 950 clients and manages $2.28 billion for them, as of March 2026. They include 472 individual clients, 455 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 March 2026
What services does Sound View Wealth Advisors Group offer?
Sound View Wealth Advisors Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sound View Wealth Advisors Group charge?
Sound View Wealth Advisors Group charges 0.40%–1.50% a year for its Advisory Fee Schedule. The fee is billed in advance or in arrears and is negotiable.
Source: SOUND VIEW WEALTH ADVISORS GROUP ADV PART 2A, filed 29 March 2026
Which custodians does Sound View Wealth Advisors Group use?
Sound View Wealth Advisors Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.97B and Fidelity Brokerage Services LLC (Smithfield, RI), with $286M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 March 2026
How many financial advisors does Sound View Wealth Advisors Group have?
Sound View Wealth Advisors Group has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sound View Wealth Advisors Group invest in?
At the end of its last fiscal year, Sound View Wealth Advisors Group’s separately managed accounts held 68% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% state and local bonds, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sound View Wealth Advisors Group?
Sound View Wealth Advisors Group is owned through a chain of holding companies by Ferdinand FFP Intermediate Holdings, LLC and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 March 2026
How does Sound View Wealth Advisors Group get paid?
Sound View Wealth Advisors Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sound View Wealth Advisors Group registered with the SEC?
Yes, Sound View Wealth Advisors Group has been registered with the SEC as an investment adviser since 26 March 2019. Its CRD number is 300927 and its SEC file number is 801-114892.
Source: Form ADV Part 1A, Item 1, filed 29 March 2026; IAPD firm record
How do I contact Sound View Wealth Advisors Group?
Sound View Wealth Advisors Group’s main office is at 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. Its phone number is 912-239-4630. Its website is svadvice.com.