SOAR FINANCIAL LLC

SOAR FINANCIAL LLC of MURFREESBORO, TN is an SEC-registered investment adviser (CRD 309772). Regulatory assets under management: $27.0M.

Registration

• CRD: 309772
• Type: Registered investment adviser
• Location: 2602 MERCHANTS WALK, MURFREESBORO, TN, 37128
• Phone: (615) 410-9267
• Latest filing: 2026-03-09
• Regulatory AUM: $27.0M
• Discretionary AUM: $21.8M
• Non-discretionary AUM: $5.2M
• Clients: 5
• Accounts: 193

Business model

Compensation: % of AUM, Fixed, 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 309772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search