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SOARD FINANCIAL MANAGEMENT, LLC
SOARD FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in Edmond, OK. The firm manages $73 million in assets, $70 million on a discretionary...
SOARD FINANCIAL MANAGEMENT, LLC
SOARD FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in Edmond, OK. The firm manages $73 million in assets, $70 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at SOARD Financial Management?
No principals have been named in public records for SOARD Financial Management. The firm's ownership and investment decision-makers are not disclosed.
What is the wealth origin behind SOARD Financial Management?
The source of wealth for SOARD Financial Management is not publicly disclosed. No family name or industry connection has been reported.
What investment strategies does SOARD Financial Management pursue?
No specific asset classes, stages, or deal structures have been attributed to SOARD Financial Management in any public source. The firm's investment approach is unknown.
Is SOARD Financial Management a single-family office or multi-family office?
Public records do not specify the firm's structure. The name suggests a financial management entity, but its client type — single family, multiple families, or other — is unconfirmed.
Does SOARD Financial Management have any online presence or public filings?
As of 2025, the firm has no verifiable website, LinkedIn page, or press coverage. No SEC or regulatory filings have been publicly associated with this entity name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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