Sooner Private Financial LLC

Overview

Sooner Private Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, indicating the use of third-party managers for some client exposures. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee and other structures. The adviser reports an affiliation with an insurance company and does not position itself as an ESG-focused or multi-state adviser. The firm’s SEC registration is listed as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives