# SOARD FINANCIAL MANAGEMENT, LLC

SOARD FINANCIAL MANAGEMENT, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://soardfinancial.com

## Regulatory record

- **CRD number:** 156392
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156392

## About

SOARD FINANCIAL MANAGEMENT, LLC is a state-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.

## 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.

### 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.

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Last updated: 2026-07-06T01:24:25.665Z

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