SOARING CAPITAL MANAGEMENT, LLC

SOARING CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 308942). Regulatory assets under management: $55.4M.

Registration

• CRD: 308942
• Type: Registered investment adviser
• Phone: 203-969-5193
• Latest filing: 2026-03-30
• Regulatory AUM: $55.4M
• Discretionary AUM: $54.8M
• Non-discretionary AUM: $537K
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM.

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 308942 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search