Soar Financial LLC

RIASEC Registered

Total AUM

$27M

Discretionary

$21.8M

81% of AUM

Avg account

$140K

Accounts

193

Employees

Advisory reps

Firm details

Headquarters: Murfreesboro, Tennessee
CRD number: 309772
Custodians: CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC., ONEAMERICA, JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals47.04%
Corporations / Businesses44.44%
HNWI8.52%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Soar Financial LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves both individual & family clients and institutional clients, acting as a capital allocator that also selects outside managers when appropriate. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation is through a mix of percentage-of-AUM fees, fixed fees, and other fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser in the provided snapshot.