Adam Mcgrath

Sound Income Strategies, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Sound Income Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

125 advisors

Number of Clients

24,350 clients

Average Client Portfolio

$144K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:$25K

Location

1005 Us Highway 27 South, Cynthiana, KY, 41031

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sound Income Strategies, LLC

July 2025 - Present · 7 mos

Previous Registrations

Fifth Third Securities, INC.

May 2023 - June 2025 · 2 yrs 1 mo

Fifth Third Securities, INC.Broker

March 2023 - June 2025 · 2 yrs 3 mos

J.P. Morgan Securities LLCBroker

April 2018 - March 2023 · 4 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.