# SOAR FINANCIAL LLC

SOAR FINANCIAL LLC of MURFREESBORO, TN is an SEC-registered investment adviser.

## Registration

- CRD: 309772
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309772/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309772/similar
- Related entities: https://search.stillhousedata.com/firm/309772/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309772

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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.