Wassaw Sound Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Wassaw Sound Management reports 9 clients. They include 9 high-net-worth individuals. Of its assets, 100.0% ($123M across 15 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 86% |
| Charitable organizations | Fewer than 5 | <1% |
| Other | Fewer than 5 | 14% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 9 | $105M | 85.6% | $11.7M |
| Charitable organizations | Fewer than 5 | $700K | 0.6% | — |
| Other | Fewer than 5 | $17M | 13.9% | — |
| Total | 9 | $123M | 100% | — |
- Clients
- 9
- Regulatory AUM
- $105M
- AUM share
- 85.6%
- Avg. per client
- $11.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $700K
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $17M
- AUM share
- 13.9%
- Avg. per client
- —
Total
- Clients
- 9
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 0
Wassaw Sound Management charges 0.10%–1.25% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fees, charged in advance and negotiable; consulting projects range from $20,000 to $50,000 per project.
Raymond Singletary owns 75% or more of Wassaw Sound Management. It has 3 employees, 1 of them in advisory roles.
Leadership
- Raymond SingletaryManaging Principal & CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Wassaw Sound Management, LLC
Raymond Singletary
Control person · since August 2018
Wassaw Sound Management’s regulatory assets grew from $112M (March 2025) to $123M (March 2026); clients fell from 14 to 9 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $123M | 9 | 3 | 2 |
| March 2025 | $112M | 14 | 3 | 2 |
Besides its headquarters, Wassaw Sound Management has 1 office, with 2 listed addresses in Georgia.
Georgia · 2 listed addresses
- 15 Lake Street, Suite 260, SavannahHQ
- 41 Little Comfort Road, Savannah
Contact and registration details
- Legal name
- Wassaw Sound Management, LLC
- Headquarters
- 15 Lake Street, Suite 260, Savannah, GA 31411
- Website
- Not reported
- Phone
- 404-831-5109
- SEC file
- 801-132410
- Structure
- Georgia LLC
- Fiscal year end
- December
Wassaw Sound Management uses Fidelity ($123M) as custodian for its separately managed accounts. Wassaw Sound Management has custody of $54.4M in client assets for 4 clients.
- FidelityFidelity · Boston, MA · $123M100%
At year end, Wassaw Sound Management’s separately managed accounts were mostly in funds (85%) and stocks (11%).
What the accounts hold
- Stocks11%
- Funds85%
- Bonds1%
- Cash3%
How many clients does Wassaw Sound Management have?
Wassaw Sound Management has 9 clients and manages $123 million for them, as of March 2026. They include 9 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Wassaw Sound Management offer?
Wassaw Sound Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wassaw Sound Management charge?
Wassaw Sound Management charges 0.10%–1.25% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Wassaw Sound Management use?
Wassaw Sound Management’s separately managed account assets are held at Fidelity (Boston, MA), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Wassaw Sound Management have?
Wassaw Sound Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wassaw Sound Management invest in?
At the end of its last fiscal year, Wassaw Sound Management’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wassaw Sound Management?
Wassaw Sound Management’s direct owner is Raymond Singletary (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Wassaw Sound Management get paid?
Wassaw Sound Management is paid through a percentage of assets under management and fixed fees. 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 Wassaw Sound Management registered with the SEC?
Yes, Wassaw Sound Management has been registered with the SEC as an investment adviser since 14 April 2025. Its CRD number is 299164 and its SEC file number is 801-132410.
Source: Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record
How do I contact Wassaw Sound Management?
Wassaw Sound Management’s main office is at 15 Lake Street, Suite 260, Savannah, GA 31411. Its phone number is 404-831-5109.