$430.0M Total AUM
$430.0M Disc. AUM
12.3% 3Y CAGR
6 Employees
762 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-19-2019
- Office Locations
- 1
Office Locations
181 East Second Street Corning NY
About Socha Financial Group, LLC
Socha Financial Group, LLC (Corning, NY) provides financial planning and investment management for individuals, pairing CFP-led advice with a team-based service model. Since 1983, the firm has focused on goals-first planning and client education to help people navigate life’s twists and turns. Custody includes Charles Schwab & Co.
Team overview
39 AVG AGE
$143.3M AVG AUM / ADVISOR
$564.3K AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
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Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL ERIC SOCHA
Chief Executive Officer, Chief Investment Officer
- CRD
- #5402692
- Ownership
- 25% but less than 50%
Available
Available
Available
M
Michelle Socha Vang
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6827201
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,960,596 | $281,757 |
| Non-Discretionary | $0 | -- |
| Total | $429,960,596 | $281,757 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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