Sooner Private Financial LLC
Firm details
- Headquarters
- Salem, New Hampshire
- CRD number
- 340648
- Registered since
- April 6, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sooner Private Financial LLC is a newly formed SEC-registered investment adviser organized as a limited liability company and registered in 2026. The firm is individually owned and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model is flexible and includes percentage-of-AUM arrangements as well as hourly, fixed-fee, and other billing options. FINTRX classifies the firm as unclassified; it does not list the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Eric Cooper
CEO and FounderCRD 6463979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salem, NH
Rockingham
Location
Salem, NH
Headquartered in Salem, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 90 Stiles Rd
- Time zone
- ET (UTC-5)
- Office locations
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