Sound Financial Strategies Group, LLC
Sound Financial Strategies Group, LLC — US company (sec:0001800620). 72 linked assets. Cited to 1 registry.
Ownership & control
No ownership or control links resolved yet
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72 assets
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- Linked vessels & aircraftPREMIUM
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Assets held
72 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
People & control
61 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ABBOTT LABORATORIESAlso holds roles at 30 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- ABBVIE INCAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- AFLAC INCAlso holds roles at 19 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- AIR PRODUCTS & CHEMICALS INCAlso holds roles at 16 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ARCHER DANIELS MIDLAND CO COMAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
- Atmos Energy CorpAlso holds roles at 11 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- AUTOMATIC DATA PROCESSING INC COMAlso holds roles at 19 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- BECTON DICKINSON & CO COMAlso holds roles at 19 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- BROWN FORMAN CORP CL BAlso holds roles at 5 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- C H ROBINSON WORLDWIDE INC COM NEWAlso holds roles at 6 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- CARDINAL HEALTH INC COMAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- CATERPILLAR INCAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CHEVRON CORPAlso holds roles at 33 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- CHUBB LIMITED COMAlso holds roles at 16 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- CHURCH & DWIGHT CO INC COMAlso holds roles at 12 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- CINCINNATI FINL CORP COMAlso holds roles at 9 other companies
- Belmont Capital, LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- CINTAS CORP COMAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- CLOROX CO DEL COMAlso holds roles at 14 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- COCA COLA COAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- COLGATE PALMOLIVE CO COMAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- CONSOLIDATED EDISON INC COMAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- DOVER CORP COMAlso holds roles at 10 other companies
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ECOLAB INC COMAlso holds roles at 15 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- EMERSON ELECTRIC COMPANYAlso holds roles at 23 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- EXPEDITORS INTL WASH INC COMAlso holds roles at 16 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- EXXON MOBIL CORPAlso holds roles at 32 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- FRANKLIN RESOURCES INC COMAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- GENUINE PARTS COAlso holds roles at 12 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- GRAINGER W W INC COMAlso holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
- ILLINOIS TOOL WKS INC COMAlso holds roles at 20 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- INTERNATIONAL BUSINESS MACHINEAlso holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO EXCH TRADED FD TR IIAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES CORE 1-5 YEAR USD BOND ETFAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- HEADINVEST, LLC13F holder
- WESBANCO BANK INC13F holder
- ISHARES CORE DIVIDEND GROWTH ETFAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES CORE MSCI EAFE ETFAlso holds roles at 16 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ISHARES INTERNATIONAL DIVIDEND GROWTH ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- ISHARES TRAlso holds roles at 13 other companies
- Moss Adams Wealth Advisors LLC13F holder
- CoreFirst Bank & Trust13F holder
- Continuum Advisory, LLC13F holder
- JOHNSON & JOHNSONAlso holds roles at 34 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- KIMBERLY-CLARK CORP COMAlso holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- LINDE PLC SHSAlso holds roles at 18 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- LOWES COMPANIES INCAlso holds roles at 27 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MCCORMICK & CO INC COM NON VTGAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- MCDONALDS CORPAlso holds roles at 28 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Nordson CorpAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- PACER FDS TRAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- WNY Asset Management, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- PENTAIR PLC SHSAlso holds roles at 7 other companies
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PEPSICO INCORPORATEDAlso holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- PPG INDS INC COMAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- PROCTER AND GAMBLE COMPANYAlso holds roles at 34 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ROPER TECHNOLOGIES INC COMAlso holds roles at 14 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- S&P GLOBAL INC COMAlso holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- SHERWIN WILLIAMS CO COMAlso holds roles at 16 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- Smith (A.O.) CorpAlso holds roles at 8 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- SMUCKER J M CO COM NEWAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- SPDR BLOOMBERG 3-12 MONTH T-BILL ETFAlso holds roles at 2 other companies
- RETIREMENT CAPITAL STRATEGIES13F holder
- HEADINVEST, LLC13F holder
- SPDR GOLD SHARESAlso holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- VANECK FALLEN ANGEL HIGH YIELD BOND ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- WAL-MART INCAlso holds roles at 34 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
61 parties · 0 current. Ceased and resigned records are retained as history.
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