SOARD FINANCIAL MANAGEMENT, LLC

SOARD FINANCIAL MANAGEMENT, LLC of EDMOND, OK is an SEC-registered investment adviser (CRD 156392). Regulatory assets under management: $73.0M.

Registration

• CRD: 156392
• Type: Registered investment adviser
• Location: 1907 W 33RD STREET, EDMOND, OK, 73013
• Phone: 405-509-6068
• Latest filing: 2026-04-28
• Regulatory AUM: $73.0M
• Discretionary AUM: $69.6M
• Non-discretionary AUM: $3.4M
• Clients: 2
• Accounts: 397

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156392 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search