Soaring Capital Management, LLC

Soaring Capital Management, LLC provides comprehensive wealth management — combining investment management and holistic financial planning — primarily for high net worth and ultra-high net worth families, retirement plans, business entities, trusts and charitable organizations. The firm manages roughly $55 million for a small roster of clients and generally requires a minimum relationship size of $1 million, reflecting a focus on concentrated, advisory relationships.

The firm’s investment approach is institutionally oriented and evidence-based, grounded in modern portfolio theory and long-term asset allocation while allowing tactical adjustments when markets appear inefficient. Portfolios are built mainly with exchange-listed instruments but the firm also recommends private and alternative investments, uses options and lending strategies where appropriate, and incorporates tax-aware “tax alpha” techniques and personalized investment policy statements.

Compared with many independent, solo-advisor firms that serve primarily non-HNW individuals, this firm emphasizes access to private-market allocations and strategies more typical of hedge funds, private equity and quantitative managers. It also deploys quantitative tools and generative AI/machine-learning assistance (with human oversight), offers ESG/DEI customization to manage responsible-investing preferences, and limits custody to fee withdrawal and standing-letter-of-authorization arrangements.