SOARD FINANCIAL MANAGEMENT, LLC
Firm details
- Headquarters
- EDMOND, Oklahoma
- CRD number
- 156392
- Website
- www.soardfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals81.36%
- HNWI18.64%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Soard Financial Management, LLC is an independent, fee-based registered investment advisor serving individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. Soard reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities37%
- Other19%
- Cash & Cash Equivalents2%
Contacts
2 of 2Ryan Boydston
Project Management SpecialistCRD 7237653
DONALD SOARD
PresidentCRD 5885047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EDMOND, OK
OKLAHOMA
Location
EDMOND, OK
Headquartered in EDMOND, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 1907 W 33rd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
MAIN STREET INVESTMENT MANAGEMENT
RIAEDMOND, OK
WTO ADVISORS, LLC
RIAEDMOND, OK
STAGNER FINANCIAL ADVISORY
RIAEDMOND, OK
WOMACK INVESTMENT ADVISERS, INC
RIAEDMOND, OK
CONKIN FINANCIAL GROUP, INC.
RIAEDMOND, OK
CHAPPELWOOD FINANCIAL SERVICES
RIAEDMOND, OK