SOAR FINANCIAL LLC

Overview

Soar Financial LLC is an independent registered investment adviser organized as a limited liability company that serves both individual and institutional clients. The firm acts as a capital allocator: it provides portfolio management, financial planning and selects third-party advisers and managers on behalf of clients. Its fee model includes a percentage-of-AUM component alongside fixed fees and other arrangements, reflecting a mix of recurring advisory and project-based work. Investment activity centers on public mutual funds as the primary building blocks for client portfolios, with the firm also accessing third-party alternative managers when appropriate. Soar Financial manages discretionary mandates as well as non‑discretionary relationships, and it does not position itself as an ESG‑driven investor. The firm’s advisory work includes serving individuals, families and smaller institutions, and it commonly uses outside fund managers and placement vehicles to fill specialized exposure needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices