# Soaring Capital Management, LLC

> Soaring Capital Management, LLC is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 308942
- Filed as: SOARING CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308942
- AdvisorCensus page: https://advisorcensus.com/firm/soaring-capital-management-llc-308942

## Quick answers

**How is Soaring Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Soaring Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Soaring Capital Management, LLC registered with the SEC or a state?**
Soaring Capital Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308942.

**How much does Soaring Capital Management, LLC manage?**
Soaring Capital Management, LLC reports $55,376,261 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**What types of clients does Soaring Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31).

**Does Soaring Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308942

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,376,261
- Discretionary: $54,838,966
- Non-discretionary: $537,295

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $449,426 |
| High net worth individuals | 31 | $54,850,057 |
| Corporations or other businesses not listed above | Fewer than 5 | $76,778 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soaringcapitalllc.com
- Facebook @SoaringCapital
- Instagram @soaring_capital_llc
- LinkedIn @soaringcapital
- X @bfmoss

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Soaring Capital Management, LLC (CRD 308942): Form ADV filing data as of October 2026.