Soaring Investment Management, LLC
● SEC registered since 2026CRD 305273SEC# 801-135170Portland, OR
Reg. AUM
$112.5M
Employees
5
Accounts
464
Location
Portland, OR
About Soaring Investment Management
Soaring Investment Management helps clients pursue goals through tax-informed financial strategies and custom portfolios. It offers in-house portfolio design and personalized plans for clients nationwide.
Summary based on the firm’s website.
Soaring Investment Management, LLC assets under management
Soaring Investment Management, LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2026. It reports $112.5 million in regulatory assets under management and employs 5 people.
Soaring Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elisabeth Marie Mesquit Control | Member, Cco | 50-75% | 2019 |
| Eric Glenn Imley Control | Member | 25-50% | 2025 |
Frequently asked questions
How much does Soaring Investment Management, LLC manage?
Soaring Investment Management, LLC reports $112.5 million in regulatory assets under management on its Form ADV.
How many employees does Soaring Investment Management, LLC have?
Soaring Investment Management, LLC reports 5 employees.
Where is Soaring Investment Management, LLC located?
Soaring Investment Management, LLC is based in Portland, OR and has been SEC-registered since 2026.
Does Soaring Investment Management, LLC disclose fund performance?
Soaring Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9600 SW Barnes Rd, Ste 190, Portland, OR 97225 |
| Phone | (503) 433-7946 |
| Fax | (503) 773-2073 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.5M▲ 1%
Dec '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$112.5Mregulatory AUM
Discretionary $112.5M