Sooner Private Financial LLC

Overview

Sooner Private Financial LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. It operates as a capital allocator — placing client capital with third-party managers when appropriate — and maintains an affiliation with an insurance company. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other fee structures. Sooner Private Financial does not position itself as an ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives