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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD 300927

SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce7b924b-99d5-9a18-1d4c-86bf5391bdcd

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 3
On other graphs: 0
Observed: Feb 25, 2019 to Mar 29, 2026
23 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Cd&r Ferdinand Co-Investor, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

Clayton, Dubilier & Rice Fund Xii, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=true bd_reps=1.0 bank_owner=false
Regulatory AUM: $2.3BItem 5.F on the latest filing (2026-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $2.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $253Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 11
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,285
Individual clients: 472
High net worth clients: 455
Custody, client assets: $981M
SEC number: 801-114892
CIK: 1784777
CRD: 300927
Filings on the tape: 23
First filed: Feb 25, 2019
Latest filed: Mar 29, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KELLY LEE BOUCHILLON	Certified Financial Planner	Savannah, GA	7	37	3	yes
OSCAR EMERSON HAM	Certified Financial Planner	Savannah, GA	7	34	3	no
MELISSA K BOUCHILLON	Certified Financial Planner	Savannah, GA	7	22	3	no
EDWARD FRANCIS AMBROSE	n/a	Savannah, GA	7	15	3	no
MOLLY MCGINNIS LANIER	n/a	Statesboro, GA	5	33	1	no
Mark Silvers	Certified Financial Planner	Savannah, GA	4	17	n/a	no
Nina Kate Brackett	n/a	SAVANNAH, GA	2	11	n/a	no
JOSHUA SEVERN HEGLAND	Certified Financial Planner	SAVANNAH, GA	1	10	1	no
Chelsea Blair Landreau	n/a	SAVANNAH, GA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMBROSE, EDWARD, FRANCIS	Partner	Na	yes	02/2019	Mar 29, 2026	Mar 29, 2026
BOUCHILLON, KELLY, LEE	SENIOR PARTNER	Na	yes	02/2019	Mar 29, 2026	Mar 29, 2026
BOUCHILLON, MELISSA, K	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	Na	yes	02/2019	Mar 29, 2026	Mar 29, 2026
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	02/2019	Mar 29, 2026	Mar 29, 2026
HAM, OSCAR, EMERSON	SENIOR PARTNER	Na	yes	02/2019	Mar 29, 2026	Mar 29, 2026
CD&R ASSOCIATES XII, L.P.	GENERAL PARTNER	F	yes	08/2023	Oct 11, 2023	Oct 25, 2024
CD&R ASSOCIATES XII, L.P.	GENERAL PARTNER	F	yes	08/2023	Oct 11, 2023	Oct 25, 2024
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 12, 2023	Oct 25, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 12, 2023	Oct 25, 2024
CD&R INVESTMENT ASSOCIATES XII, LTD.	GENERAL PARTNER	F	yes	08/2023	Oct 11, 2023	Oct 25, 2024
CLAYTON, DUBILIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 12, 2023	Oct 25, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 12, 2023	Oct 25, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 12, 2023	Oct 25, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 12, 2023	Oct 25, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 12, 2023	Oct 25, 2024
FERDINAND FFP, ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 12, 2023	Oct 25, 2024
FOCUS FINANCIAL PARTNERS INC.	MANAGING MEMBER	E	yes	07/2018	Feb 25, 2019	Oct 25, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Feb 25, 2019	Oct 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCS CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$49B	N	yes	n/a
SOUND VIEW INSURANCE, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bluffton	Sc	United States	4	no
Statesboro	Ga	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 2026	$2.3B	$2.2B	19	11	2	n/a	n/a
2024	Mar 19, 2025	$1.9B	$1.9B	18	10	2	n/a	n/a
2023	Mar 28, 2024	$1.6B	$1.5B	17	8	2	n/a	n/a
2022	Mar 22, 2023	$1.4B	$1.4B	15	7	1	n/a	n/a
2021	Mar 31, 2022	$1.2B	$945M	13	7	1	n/a	n/a
2020	Mar 12, 2021	$933M	$788M	12	7	2	n/a	n/a
2019	Mar 26, 2020	$824M	$733M	12	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.3B	$1.9B	17.6%	$1.4B	18.3%	19	18	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SOUND VIEW WEALTH ADVISORS, LLC	4	Apr 3, 2019	Apr 4, 2019	SAVANNAH, GA	Firm absorbed	RIA to new firm	100.0%

Relationships

Affiliated with (2)

← SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (10)

← Chelsea Blair LandreauAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← JOSHUA SEVERN HEGLANDAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← Nina Kate BrackettAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Mark SilversAdvisorregistration: current employment
Sep 13, 2022 to presentfactForm ADV
← MOLLY MCGINNIS LANIERAdvisorregistration: current employment
Jun 7, 2021 to presentfactForm ADV
← OSCAR EMERSON HAMAdvisorregistration: current employment
Apr 4, 2019 to presentfactForm ADV
← MELISSA K BOUCHILLONAdvisorregistration: current employment
Apr 4, 2019 to presentfactForm ADV
← EDWARD FRANCIS AMBROSEAdvisorregistration: current employment
Apr 4, 2019 to presentfactForm ADV
← KELLY LEE BOUCHILLONAdvisorregistration: current employment
Apr 3, 2019 to presentfactForm ADV
← Helen Elizabeth MarshallAdvisorregistration: previous registration
Dec 21, 2021 to Sep 19, 2022factForm ADV

Controls (15)

← BOUCHILLON, KELLY, LEEOwnerSENIOR PARTNER, ownership code NA, individual
Feb 25, 2019 to Oct 25, 2024factForm ADV
← HAM, OSCAR, EMERSONOwnerSENIOR PARTNER, ownership code NA, individual
Feb 25, 2019 to Oct 25, 2024factForm ADV
← BOUCHILLON, MELISSA, KOwnerCHIEF COMPLIANCE OFFICER AND MANAGING PARTNER, ownership code NA, individual
Feb 25, 2019 to Oct 25, 2024factForm ADV
← AMBROSE, EDWARD, FRANCISOwnerPARTNER, ownership code NA, individual
Feb 25, 2019 to Oct 25, 2024factForm ADV
← CD&R ASSOCIATES XII, L.P.OwnerGENERAL PARTNER, ownership code F, foreign entity
Oct 11, 2023 to Oct 25, 2024factForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← CD&R INVESTMENT ASSOCIATES XII, LTD.OwnerGENERAL PARTNER, ownership code F, foreign entity
Oct 11, 2023 to Oct 25, 2024factForm ADV
← CLAYTON, DUBILIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← FERDINAND FFP, ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 12, 2023 to Oct 25, 2024factForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Feb 25, 2019 to Oct 25, 2024factForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Feb 25, 2019 to Oct 25, 2024factForm ADV

Moved with (1)

← SOUND VIEW WEALTH ADVISORS, LLCRegistered adviser4 advisors, firm absorbed, same day
Apr 3, 2019 to Apr 4, 2019factForm ADV

Dated events

Occurred
Sep 19, 2022
Advisor changed firm
Helen Elizabeth Marshall left Sound View Wealth Advisors Group, Llc for Captrust (registered 2022-12-20)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Sound View Wealth Advisors Group, Llc reported RAUM $1.2B, up 31% from $932.9M (2021-04-29 to 2022-03-31)
Form ADVobserved 4 days ago
$287M
Occurred
Feb 25, 2019
First Form ADV filing
Sound View Wealth Advisors Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce7b924b-99d5-9a18-1d4c-86bf5391bdcd
First observed: Feb 25, 2019
Last observed: Mar 29, 2026 5 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.

SOUND VIEW WEALTH ADVISORS GROUP, LLC

CRD 300927

SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce7b924b-99d5-9a18-1d4c-86bf5391bdcd

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KELLY LEE BOUCHILLON

Certified Financial Planner

Savannah, GA

yes

OSCAR EMERSON HAM

Certified Financial Planner

Savannah, GA

MELISSA K BOUCHILLON

Certified Financial Planner

Savannah, GA

EDWARD FRANCIS AMBROSE

n/a

Savannah, GA

MOLLY MCGINNIS LANIER

n/a

Statesboro, GA

Mark Silvers

Certified Financial Planner

Savannah, GA

n/a

Nina Kate Brackett

n/a

SAVANNAH, GA

n/a

JOSHUA SEVERN HEGLAND

Certified Financial Planner

SAVANNAH, GA

Chelsea Blair Landreau

n/a

SAVANNAH, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMBROSE, EDWARD, FRANCIS

Partner

yes

02/2019

Mar 29, 2026

BOUCHILLON, KELLY, LEE

SENIOR PARTNER

yes

02/2019

Mar 29, 2026

BOUCHILLON, MELISSA, K

CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER

yes

02/2019

Mar 29, 2026

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

02/2019

Mar 29, 2026

HAM, OSCAR, EMERSON

SENIOR PARTNER

yes

02/2019

Mar 29, 2026

CD&R ASSOCIATES XII, L.P.

GENERAL PARTNER

yes

08/2023

Oct 11, 2023

Oct 25, 2024

CD&R ASSOCIATES XII, L.P.

GENERAL PARTNER

yes

08/2023

Oct 11, 2023

Oct 25, 2024

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 12, 2023

Oct 25, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 12, 2023

Oct 25, 2024

CD&R INVESTMENT ASSOCIATES XII, LTD.

GENERAL PARTNER

yes

08/2023

Oct 11, 2023

Oct 25, 2024

CLAYTON, DUBILIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 12, 2023

Oct 25, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 12, 2023

Oct 25, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 12, 2023

Oct 25, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 12, 2023

Oct 25, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 12, 2023

Oct 25, 2024

FERDINAND FFP, ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 12, 2023

Oct 25, 2024

FOCUS FINANCIAL PARTNERS INC.

MANAGING MEMBER

yes

07/2018

Feb 25, 2019

Oct 25, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Feb 25, 2019

Oct 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCS CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$49B

yes

n/a

SOUND VIEW INSURANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bluffton

United States

Statesboro

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 29, 2026

$2.3B

$2.2B

n/a

2024

Mar 19, 2025

$1.9B

n/a

2023

Mar 28, 2024

$1.6B

$1.5B

n/a

2022

Mar 22, 2023

$1.4B

n/a

2021

Mar 31, 2022

$1.2B

$945M

n/a

2020

Mar 12, 2021

$933M

$788M

n/a

2019

Mar 26, 2020

$824M

$733M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.3B

$1.9B

17.6%

$1.4B

18.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SOUND VIEW WEALTH ADVISORS, LLC

Apr 3, 2019

Apr 4, 2019

SAVANNAH, GA

Firm absorbed

RIA to new firm

100.0%