RIA Intel›Advisers›Tennessee›SOAR FINANCIAL LLC

SOAR FINANCIAL LLC

Advisory

MURFREESBORO, TN

Data as of Aug 11, 2026 · Source: SEC Form ADV

Average account

$140K

across 193 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$27M

Discretionary AUM$22M

Non-Discretionary AUM$5M

Discretionary %80.7%

Total Clients101

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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