This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0

Regulatory AUM

$306MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$306M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$76.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

SEC number

801-129056

CRD

311034

Filings on the tape

6

First filed

Oct 13, 2023

Latest filed

Feb 6, 2026

Organised

Limited Liability Company, DE

Website

soundcapitalsolutions.com

• Occurred

  Oct 13, 2023
  First Form ADV filing

  Sound Capital Solutions Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago
• Occurred

  Sep 15, 2023
  Advisor changed firm

  Nicholas Nmn Dalmaso left Sound Capital Solutions Llc for M1 Advisory (registered 2020-12-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:04cba712-b63e-e0ab-d3c4-da5cedd17574

First observed

Oct 13, 2023

Last observed

Feb 6, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.