9AT: SOARING INVESTMENT MANAGEMENT, LLC

SOARING INVESTMENT MANAGEMENT, LLC

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As of Date	03/31/2026
Websites

AUM^*	114,060,755 1%
of that, discretionary	114,060,755 12064%
Number of Employees	6 500%
of those in investment advisory functions	4 300%
Private Fund GAV^*	0
Avg Account Size	228,579 412%
High Net Worth	28.99% 100%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

- A percentage of assets under your management
- Hourly charges

11.A(2)	Charged with felony
11.D(4)	Other regulator order (past 10 yrs)

113M 96M 80M 64M 48M 32M 16M

2025 2026

Discretionary

Non-discretionary

No private funds

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
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