Active
SOUND FINANCIAL MANAGEMENT, INC.
Investment Advice|RALEIGH, NC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$110.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 110.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122670 |
| SEC Number | 801-132274 |
| Street Address | 8362 SIX FORKS RD. SUITE 202 |
| Location | RALEIGH, NC 27615 |
| Country | United States |
| Phone | 919-845-6600 |
| Fax | 919-237-9132 |
| Total Employees | 2 |
Client Count by Type (275 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 247 |
| High Net Worth Individual… | 28 |
Community Partners
CITY OF RALEIGH
COUNTY OF WAKE
TOWN OF APEX
TOWN OF CARY
TOWN OF GARNER
TOWN OF HOLLY SPRINGS
TOWN OF KNIGHTDALE
TOWN OF MORRISVILLE
TOWN OF ROLESVILLE
TOWN OF WAKE FOREST
TOWN OF WENDELL
TOWN OF ZEBULON
CITY OF RALEIGH
COUNTY OF WAKE
TOWN OF APEX
TOWN OF CARY
TOWN OF GARNER
TOWN OF HOLLY SPRINGS
TOWN OF KNIGHTDALE
TOWN OF MORRISVILLE
TOWN OF ROLESVILLE
TOWN OF WAKE FOREST
TOWN OF WENDELL
TOWN OF ZEBULON
CITY OF RALEIGH
COUNTY OF WAKE
TOWN OF APEX
TOWN OF CARY
TOWN OF GARNER
TOWN OF HOLLY SPRINGS
TOWN OF KNIGHTDALE
TOWN OF MORRISVILLE
TOWN OF ROLESVILLE
TOWN OF WAKE FOREST
TOWN OF WENDELL
TOWN OF ZEBULON
Municipal Government
12 Active
12
Organizations
ALLIANCE HEALTH
CENTENNIAL AUTHORITY
EASTERN NORTH CAROLINA MUNICIPAL POWER AGENCY
ELECTRICITIES OF NORTH CAROLINA JOINT MUNICIPAL ASSISTANCE AGNCY
HEALTH & HUMAN SERVICES, NORTH CAROLINA
NORTH CAROLINA ASSOCIATION OF COUNTY COMMISSIONERS
NORTH CAROLINA MUNICIPAL POWER AGENCY 1
RALEIGH CITY HOUSING AUTHORITY
RALEIGH DURHAM AIRPORT AUTHORITY
WAKE COUNTY HOUSING AUTHORITY
WAKE SOIL AND WATER CONSERVATION DISTRICT
ALLIANCE HEALTH
CENTENNIAL AUTHORITY
EASTERN NORTH CAROLINA MUNICIPAL POWER AGENCY
ELECTRICITIES OF NORTH CAROLINA JOINT MUNICIPAL ASSISTANCE AGNCY
HEALTH & HUMAN SERVICES, NORTH CAROLINA
NORTH CAROLINA ASSOCIATION OF COUNTY COMMISSIONERS
NORTH CAROLINA MUNICIPAL POWER AGENCY 1
RALEIGH CITY HOUSING AUTHORITY
RALEIGH DURHAM AIRPORT AUTHORITY
WAKE COUNTY HOUSING AUTHORITY
WAKE SOIL AND WATER CONSERVATION DISTRICT
ALLIANCE HEALTH
CENTENNIAL AUTHORITY
EASTERN NORTH CAROLINA MUNICIPAL POWER AGENCY
ELECTRICITIES OF NORTH CAROLINA JOINT MUNICIPAL ASSISTANCE AGNCY
HEALTH & HUMAN SERVICES, NORTH CAROLINA
NORTH CAROLINA ASSOCIATION OF COUNTY COMMISSIONERS
NORTH CAROLINA MUNICIPAL POWER AGENCY 1
RALEIGH CITY HOUSING AUTHORITY
RALEIGH DURHAM AIRPORT AUTHORITY
WAKE COUNTY HOUSING AUTHORITY
WAKE SOIL AND WATER CONSERVATION DISTRICT
Special District
11 Active
11
Organizations
MAGELLAN CHARTER SCHOOL
RALEIGH CHARTER HIGH SCHOOL, INC.
WAKE COUNTY SCHOOLS
MAGELLAN CHARTER SCHOOL
RALEIGH CHARTER HIGH SCHOOL, INC.
WAKE COUNTY SCHOOLS
MAGELLAN CHARTER SCHOOL
RALEIGH CHARTER HIGH SCHOOL, INC.
WAKE COUNTY SCHOOLS
School District
3 Active
3
Organizations
10-4 GOD INC
113TH FIELD ARTILLERY REGIMENTAL ASSOCIATION INC
127 Worldwide Incorporated
13TH GEAR
1776 ACTION
180 DEGREES CONSULTING AT NC STATE
1880 FOUNDATION
19TH BOMBARDMENT ASSOCIATION
1 CORINTHIANS 13 13 FOUNDATION INC
1 of US
203 FOUNDATION
21ST CENTURY CHILDREN INC
21ST CENTURY SOLUTIONS
21ST CENTURY WORKFORCE MENTORING INC
21&YOU
222 INTERNATIONAL
22 SAVES HOCKEY FOUNDATION
22 SAVES HOCKEY FOUNDATION
321 FOUNDATION
345 TRIANGLE FLY FISHERS CHAPTER OF TROUT UNLIMITED
10-4 GOD INC
113TH FIELD ARTILLERY REGIMENTAL ASSOCIATION INC
127 Worldwide Incorporated
13TH GEAR
1776 ACTION
180 DEGREES CONSULTING AT NC STATE
1880 FOUNDATION
19TH BOMBARDMENT ASSOCIATION
1 CORINTHIANS 13 13 FOUNDATION INC
1 of US
203 FOUNDATION
21ST CENTURY CHILDREN INC
21ST CENTURY SOLUTIONS
21ST CENTURY WORKFORCE MENTORING INC
21&YOU
222 INTERNATIONAL
22 SAVES HOCKEY FOUNDATION
22 SAVES HOCKEY FOUNDATION
321 FOUNDATION
345 TRIANGLE FLY FISHERS CHAPTER OF TROUT UNLIMITED
10-4 GOD INC
113TH FIELD ARTILLERY REGIMENTAL ASSOCIATION INC
127 Worldwide Incorporated
13TH GEAR
1776 ACTION
180 DEGREES CONSULTING AT NC STATE
1880 FOUNDATION
19TH BOMBARDMENT ASSOCIATION
1 CORINTHIANS 13 13 FOUNDATION INC
1 of US
203 FOUNDATION
21ST CENTURY CHILDREN INC
21ST CENTURY SOLUTIONS
21ST CENTURY WORKFORCE MENTORING INC
21&YOU
222 INTERNATIONAL
22 SAVES HOCKEY FOUNDATION
22 SAVES HOCKEY FOUNDATION
321 FOUNDATION
345 TRIANGLE FLY FISHERS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization
5186 Active
5186
Organizations
Community Partners76 organizations
TOWN OF APEX
Municipal Government·APEX
TOWN OF CARY
Municipal Government·CARY
TOWN OF GARNER
Municipal Government·GARNER
TOWN OF HOLLY SPRINGS
Municipal Government·HOLLY SPRINGS
TOWN OF KNIGHTDALE
Municipal Government·KNIGHTDALE
TOWN OF WAKE FOREST
Municipal Government·WAKE FOREST
ALLIANCE HEALTH
Special District·MORRISVILLE
HEALTH & HUMAN SERVICES, NORTH CAROLINA
Special District·RALEIGH
NORTH CAROLINA ASSOCIATION OF COUNTY COMMISSIONERS
Special District·RALEIGH
MAGELLAN CHARTER SCHOOL
School District·RALEIGH
RALEIGH CHARTER HIGH SCHOOL, INC.
School District·RALEIGH
10-4 GOD INC
Nonprofit Organization·RALEIGH
113TH FIELD ARTILLERY REGIMENTAL ASSOCIATION INC
Nonprofit Organization·Raleigh
127 Worldwide Incorporated
Nonprofit Organization·Raleigh
13TH GEAR
Nonprofit Organization·Raleigh
1776 ACTION
Nonprofit Organization·RALEIGH
180 DEGREES CONSULTING AT NC STATE
Nonprofit Organization·Raleigh
1880 FOUNDATION
Nonprofit Organization·RALEIGH
19TH BOMBARDMENT ASSOCIATION
Nonprofit Organization·Zebulon
1 CORINTHIANS 13 13 FOUNDATION INC
Nonprofit Organization·RALEIGH
1 of US
Nonprofit Organization·Raleigh
203 FOUNDATION
Nonprofit Organization·Raleigh
21ST CENTURY CHILDREN INC
Nonprofit Organization·Raleigh
21ST CENTURY SOLUTIONS
Nonprofit Organization·Raleigh
21ST CENTURY WORKFORCE MENTORING INC
Nonprofit Organization·Raleigh
21&YOU
Nonprofit Organization·Raleigh
222 INTERNATIONAL
Nonprofit Organization·RALEIGH
22 SAVES HOCKEY FOUNDATION
Nonprofit Organization·ROLESVILLE
22 SAVES HOCKEY FOUNDATION
Nonprofit Organization·Rolesville
321 FOUNDATION
Nonprofit Organization·RALEIGH
345 TRIANGLE FLY FISHERS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·RALEIGH
3 BLUEBIRDS FARM
Nonprofit Organization·RALEIGH
40 42 CARE POINT MISSIONS IN THE WOODS
Nonprofit Organization·Raleigh
448 DAUGHTERS OF MALISSA
Nonprofit Organization·Raleigh
4EVER FORWARD GLOBAL OUTREACH MINISTRIES
Nonprofit Organization·Zebulon
4-H THE POKEMON GO CLUB AT NC STATE UNIVERSITY
Nonprofit Organization·Raleigh
4-H WHALE ROBOTICS
Nonprofit Organization·Raleigh
4 Others Foundation
Nonprofit Organization·Raleigh
4 PHILIP DOT ORG
Nonprofit Organization·Raleigh
556 ONE FOUNDATION INC
Nonprofit Organization·Raleigh
70 X 7 MINISTRIES
Nonprofit Organization·RALEIGH
761ST BPMC
Nonprofit Organization·Raleigh
9-11 MEMORIAL RUN PLANNING COMMITTEE
Nonprofit Organization·Raleigh
A4PP Inc
Nonprofit Organization·Raleigh
AABAJ INC
Nonprofit Organization·MORRISVILLE
AADOM - TRIANGLE AREA CHAPTER
Nonprofit Organization·RALEIGH
AARC INCORPORATED
Nonprofit Organization·Raleigh
AASOA OF NC
Nonprofit Organization·Raleigh
A BALANCE FOR MS FOUNDATION
Nonprofit Organization·Raleigh
ABBA NISSI INTERNATIONAL INC
Nonprofit Organization·RALEIGH
Abbotts Creek Elementary School PTA
Nonprofit Organization·Raleigh
ABBYS ARMY
Nonprofit Organization·RALEIGH
AB COMBS ELEMENTARY PTA
Nonprofit Organization·RALEIGH
ABC TELEVISION AFFILIATES ASSOCIATION
Nonprofit Organization·RALEIGH
ABC Visions Inc
Nonprofit Organization·Raleigh
ABF MINISTRIES INC
Nonprofit Organization·Raleigh
ABIA STATE ASSOCIATION OF NORTH CAROLINA INCORPORATION
Nonprofit Organization·raleigh
ABILITIES TENNIS ASSOCIATION OF NC
Nonprofit Organization·RALEIGH
ABILITY FOCUS INC
Nonprofit Organization·RALEIGH
ABIRIBA COMMUNAL IMPROVEMENT UNION
Nonprofit Organization·Raleigh
ABSOLUTE CARE FOR SALONE CORP
Nonprofit Organization·Raleigh