Eastsound Capital Advisors, Llc
- Regulatory AUM
- $215M
- Discretionary
- $215M
- Clients
- 247
- Avg AUM / client
- $869K
- Accounts
- 551
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 195 | $71.2M | 33.2% |
| High net worth individuals | 49 | $131M | 61.0% |
| Pension and profit sharing plans | Fewer than 5 | $1.7M | 0.82% |
| Charitable organizations | Fewer than 5 | $362K | 0.17% |
| Other investment advisers | 3 | $0 | — |
| Corporations and other businesses | Fewer than 5 | $10.3M | 4.82% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Garett Pietsch | Managing Member/Chief Compliance Officer | CFA | Dec 2011 (15y) | 75% or more |
| Mark Genaro Valencia Taylan | Registered representative | Apr 2018 (8y) | ||
| Robert Bruce Hanna | Registered representative | Jan 2020 (7y) | ||
| Gregory Syler | Registered representative | Oct 2020 (6y) | ||
| Niels Mcevoy | Registered representative | Nov 2022 (4y) | ||
| James Michael Mcevoy | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| Clifton Willoughby Hume | Registered representative | Oct 2023 (3y) | ||
| Eric Paul Butler | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/10/2026 | 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
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $159M (74% of AUM) Jun 2026
- Pershing $30.9M (20% of AUM) Mar 2024
- Assetmark Trust Company $23.6M (11% of AUM) Jun 2026
- Interactive Brokers $19.0M (9% of AUM) Jun 2026
- Sei Investments Distribution Co. $13.4M (6% of AUM) Jun 2026
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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗