# SOARES FINANCIAL, INC.

SOARES FINANCIAL, INC. of NAPA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 120056
- Type: SEC-registered investment adviser
- Location: 1832 SOCOL AVE., NAPA, CA, 94559
- Phone: 707-255-6900
- Latest filing: 2026-03-27
- Regulatory AUM: $21.0M
- Discretionary AUM: $21.0M
- Clients: 1
- Accounts: 71

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120056/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120056/similar
- Related entities: https://search.stillhousedata.com/firm/120056/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120056

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.