Soaring Capital Management, LLC

Overview

Soaring Capital Management, LLC is an independent registered investment adviser that manages portfolios for individuals and families on a percentage-of-AUM fee model. The firm emphasizes equity exposure, implementing portfolios largely through exchange-traded instruments while also acting as a capital allocator to third-party alternative managers. Services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm identifies as an active ESG investor, which suggests ESG considerations are integrated into security selection or the choice of external managers. Firms of this scale typically combine model-driven equity sleeves with tailored overlays for tax sensitivity, income needs, or concentrated-stock risk. Soaring Capital Management appears to favor liquid, cost-efficient vehicles for core exposures while using external managers for strategies that require private-market access or specialist sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices