{
  "crd_number": 309772,
  "slug": "soar-financial-llc-murfreesboro-tn-309772",
  "primary_business_name": "SOAR FINANCIAL LLC",
  "legal_name": "SOAR FINANCIAL LLC",
  "dbas": [],
  "city": "Murfreesboro",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-08-07",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 27000000.0,
  "raum_discretionary": 21800000.0,
  "raum_non_discretionary": 5200000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12700000.0,
      "count": 94
    },
    "high_net_worth_individuals": {
      "raum": 2300000.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 12000000.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "GA",
    "KY",
    "LA",
    "MD",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/murfreesborofinancialadvisor",
    "https://linkedin.com/public-profile/in/benjamindefoor",
    "https://retirementplanadvisorsllc.com",
    "https://soarfinancialadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309772",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "MURFREESBORO",
  "url": "https://advisorcensus.com/firm/soar-financial-llc-murfreesboro-tn-309772",
  "display_name": "Soar Financial LLC",
  "summary": "Soar Financial LLC is a state-registered investment advisory firm in Murfreesboro, TN, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.",
  "citation": "AdvisorCensus. Soar Financial LLC (CRD 309772): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Soar Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Soar Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Soar Financial LLC located?",
      "a": "Soar Financial LLC's principal office is in Murfreesboro, TN, according to its Form ADV."
    },
    {
      "q": "Is Soar Financial LLC registered with the SEC or a state?",
      "a": "Soar Financial LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309772."
    },
    {
      "q": "How much does Soar Financial LLC manage?",
      "a": "Soar Financial LLC reports $27,000,000 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (81% discretionary)."
    },
    {
      "q": "What types of clients does Soar Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); corporations or other businesses not listed above (4); high net worth individuals (3)."
    },
    {
      "q": "Does Soar Financial LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309772"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/soar-financial-llc-murfreesboro-tn-309772.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 12700000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": false,
      "raum": 2300000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 12000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309772",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}