RIA Intel›Advisers›Georgia›SOINA FINANCIAL GROUP, LLC

SOINA FINANCIAL GROUP, LLC

Advisory

ALPHARETTA, GA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$122K

across 10 accounts

AUM per adviser

$1M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$1M

Discretionary %

100%

Clients

10

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

10 clients

1 high-net-worth

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

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Advisers of similar size in GA

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

THE SYMPHONY WEALTH MANAGEMENT GROUP, LLC

ATLANTA, GA

$1M

+311.3% 1Y

SARKOR FINANCIAL ADVISORS

$1M

DUE WEST WEALTH ADVISORS LLC

MARIETTA, GA

$1M

PURVIS INVESTMENTS, INC.

$1M

GREEN WING FINANCIAL SOLUTIONS LLC

$1M

THOMAS CROWN CAPITAL, LLC

ATLANTA, GA

$1M

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