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Clifton Willoughby Hume

Investment adviser representative at Eastsound Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$214.6MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Eastsound Capital Advisors, LLCOct 2023 to now
  2. Sowell Management ServicesNov 2016 to Oct 2023
  3. Concert Wealth Management, Inc.Jul 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (CO).

Eastsound Capital Advisors, LLC

$214.6MAssets managed
247Clients
6Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2595565
Firm CRD
160180
Advisor's SEC record (opens in a new tab)
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