Soaring Investment Management, LLC
SEC RegisteredEverything we do is built around you
About the firm
Soaring Investment Management helps clients achieve their goals through tax-informed financial strategies and custom investment portfolios. With offices in Portland, Charlotte, and Southern California, they serve clients nationwide. Their advisors design and manage every portfolio in-house, taking a personalized approach tailored to each client's specific needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax-informed financial strategies and custom investment portfolios designed and managed in-house, tailored to each client's goals, values, and financial circumstances.
Who they serve
Pilots, physicians, military service members, retired couples, solo women, multi-generational families, and small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $27M |
| High Net Worth Individuals | 60 | $85M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
12 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 1st Million | 1.00% |
| Next 2 Million | 0.75% |
| Next 2 Million | 0.50% |
| Over 5 Million | 0.35% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Soaring Investment Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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