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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2011
- Office Locations
- 1
Office Locations
About Soard Financial Management, LLC
Soard Financial Management, LLC is an Edmond, OK-based RIA serving families and business owners with fee-based, fiduciary financial planning and retirement-focused advice spanning income, legacy, and Social Security optimization. The firm builds customized, coordinated strategies across client assets and implements portfolios using ETFs and mutual funds, custodied at Charles Schwab, with operations supported by Orion.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DONALD WAYNE SOARD
Chief Compliance Officer, Investment Advisor
- CRD
- #5885047
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Ryan A Boydston
Advisor, Operations Manager
- CRD
- #7237653
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,552,784 | -- |
| Non-Discretionary | $3,430,739 | -- |
| Total | $72,983,523 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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