SOONER PRIVATE FINANCIAL LLC
Firm details
- Headquarters
- SALEM, New Hampshire
- CRD number
- 340648
- Registered since
- April 6, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sooner Private Financial LLC is a newly formed SEC-registered investment adviser organized as a limited liability company and registered in 2026. The firm is individually owned and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model is flexible and includes percentage-of-AUM arrangements as well as hourly, fixed-fee, and other billing options. FINTRX classifies the firm as unclassified; it does not list the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
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
Owners & executives
1 of 1ERIC COOPER
CEO and FounderCRD 6463979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALEM, NH
ROCKINGHAM
Location
SALEM, NH
Headquartered in SALEM, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 90 Stiles Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GASSMAN FINANCIAL LLC
RIASALEM, NH
DAVIS WEALTH ADVISORS
RIASALEM, NH
PISCATAQUA RESEARCH INC.
RIAPORTSMOUTH, NH
HARBOR ADVISORY CORPORATION
RIAPORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC.
RIAPORTSMOUTH, NH
JTD FINANCIAL SERVICES, LLC
RIABEDFORD, NH