SOUNDHAVEN CAPITAL MANAGEMENT
SEC RegisteredAn SEC Registered Investment Advisory firm dedicated to helping clients secure their financial futures.
About the firm
Soundhaven Capital Management is an SEC Registered Investment Advisory firm dedicated to helping clients secure their financial futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private Client Services and Business Retirement Services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $9.3M |
| High Net Worth Individuals | 57 | $57M |
| Charitable Organizations | 25 | $121M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5,000,000 | 1.00% |
| Above $5,000,000 | 0.75% |
Data as of March 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUNDHAVEN CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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