Sounding Line Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sounding Line Wealth Management is a recently formed registered investment adviser that offers ongoing portfolio management services to individuals and high-net-worth individuals. The firm provides discretionary portfolio management, prepares individualized Investment Policy Statements, and delivers regular account reporting to clients.
The firm describes a blended investment process that combines charting, cyclical, fundamental, quantitative and technical analysis and applies strategies ranging from long-term trading to options, margin, ETFs, real estate funds and non‑U.S. securities. SLWM requires discretionary trading authority from clients and directs accounts to be custodied at Schwab Institutional, with fees deducted from client accounts and monthly reporting provided by the custodian.
Compared with other firms in the no‑active‑advisors category, SLWM’s explicit offering of individualized portfolio management for retail clients is relatively uncommon, while the firm also states it does not act as a private fund adviser and does not accept performance‑based fees. The brochure also notes the firm does not use or select third‑party managers and requires a single custodian, a combination of practices that can affect trade execution, research access, and how investment opportunities are allocated.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Main office
See officeDurham NC
Advisors at this office
1
Offices (2)
Most active in
North Carolina
Also doing business as
Sounding Line Wealth Management · Sounding Line Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Cooper T
CFA®
Durham, NC
Sounding Line Wealth Management, LLC
Cooper Taylor is a CFA® charterholder with one year of experience at Sounding Line Wealth Management, LLC. Prior to founding Sounding Line, he worked four years at Salem Investment Counselors, Inc., and held investment roles at the University of Michigan Investment Office and Indiana University. Sounding Line Wealth Management is an independent registered investment adviser providing discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a blended investment approach that integrates various analytical methods and offers individualized portfolio management with accounts custodied at Schwab Institutional.
Robert P
Series 65
Durham, NC
Sounding Line Wealth Management, LLC
Robert Patton is a financial advisor at Sounding Line Wealth Management, LLC in Durham, NC. He holds a Series 65 designation and has been working at his current firm since 2026. Before entering the advisory field, he worked at Pramana Labs, Inc. and Intel Corporation. Sounding Line Wealth Management is an independent registered investment adviser that provides discretionary portfolio management and individualized Investment Policy Statements to individuals and high-net-worth clients. The firm employs a blended investment approach incorporating various analytical methods and offers services including long-term trading and options strategies with accounts custodied at Schwab Institutional.
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