SOARING INVESTMENT MANAGEMENT, LLC

SOARING INVESTMENT MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 305273). Regulatory assets under management: $112.5M.

Registration

• CRD: 305273
• SEC file number: 801-135170
• Type: Registered investment adviser
• Location: 9600 SW BARNES RD, STE 190, PORTLAND, OR, 97225
• Phone: (503) 433-7946
• Latest filing: 2026-03-31
• Regulatory AUM: $112.5M
• Discretionary AUM: $112.5M
• Clients: 5
• Accounts: 464

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search