Soundwatch Capital, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 1
- Avg AUM / client
- $1.0B
- Accounts
- 330
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $164M | 16.1% |
| Other investment advisers | Fewer than 5 clients | $857M | 83.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Allen Hammer | Managing Member | Sep 2014 (12y) | 10% – 25% | |
| Cory Michael Chmelka | Managing Member | CFP | Apr 2015 (11y) | 10% – 25% |
| Matthew Anthony Marcello | Managing Member | CFP | Jun 2015 (11y) | 10% – 25% |
| Bos, Jan, E | Owner | Dec 2016 (10y) | ≈ 5.63% – 25% via J. Bos B.V. | |
| Donohue, Patrick | Trustee | Jun 2018 (8y) | GP / trustee / elected manager of Brunswick Trust (indirect) | |
| Baker, Maxwell, Robert | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Dimitris Markopoulos | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| J. Bos Llc | Managing Member | Dec 2016 | A | 10% – 25% |
| Brunswick Trust | Owner | Aug 2016 | A | 10% – 25% |
| J. Bos B.V. | Owner | Dec 2016 | B | ≈ 7.5% – 25% via J. Bos Llc |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bos, Jan, E: 75% – 100% of J. Bos B.V. × 75% – 100% of J. Bos Llc × 10% – 25% direct ≈ 5.63% – 25% of the firm
- J. Bos B.V.: 75% – 100% of J. Bos Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $736M (72% of AUM) May 2026
- Fidelity Brokerage Services $121M (12% of AUM) May 2026
- Pershing $1.5M (0% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗