RIA Intel›Advisers›Oklahoma›SOARD FINANCIAL MANAGEMENT, LLC

SOARD FINANCIAL MANAGEMENT, LLC

Advisory

EDMOND, OK

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in OK
#111
of 142 advisers by AUM
Average account
$184K
across 397 accounts
AUM per adviser
$36M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$73M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$73M
Discretionary AUM$70M
Non-Discretionary AUM$3M
Discretionary %95.3%
Total Clients249
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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