Soaring Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$112,490,104
Clients
171
Advisors
3
across 3 offices
About
Soaring Investment Management advises individual and high‑net‑worth clients, providing discretionary portfolio management alongside standalone and ongoing financial planning. The firm reports roughly $112.5 million in discretionary assets under management across about 171 client relationships served by three advisors and bills for advisory services primarily as a percentage of assets under management.
The firm combines multiple methods in constructing and managing portfolios, including fundamental, technical (charting and cyclical), and quantitative analysis, with quarterly reviews and rebalancing as needed. Portfolios may include a broad range of instruments — equities, municipal and corporate bonds, mutual funds and ETFs, options, REITs, private funds, and exposure to digital assets — and clients may impose reasonable investment restrictions.
Notable practice features include no stated account minimum to open or maintain an account and a financial planning model that uses capped hourly pricing for initial plans and a defined ongoing planning engagement with periodic meetings. The firm discloses that it generally recommends Charles Schwab as custodian and accepts platform services from custodians, that it may be deemed to have custody when fees are debited or when standing letters of authorization are used, and that it does not vote client proxies (clients retain proxy‑voting responsibility).
Client services
Expertise
Fee options
Ongoing financial planning services charged pursuant to a flat annual fee typically between $1,200 and $1,800 per year, charged quarterly or annually in arrears
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$280 per hour for initial financial planning
Main office
9600 SW Barnes Rd, Ste 190
Portland OR 97225, United States
Offices (3)
Most active in
California · New York · North Carolina · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eric I
CFP®, Series 66
Rancho Palos Verdes, CA
Soaring Investment Management, LLC
Eric Imley is a CFP® with 11 years of industry experience. He is currently an advisor at Soaring Investment Management, LLC and previously worked at EWG Elevate dba Protection Point Advisors and Cambridge Investment Research Advisors, Inc. He also operated Eric Imley Real Consulting for four years. Soaring Investment Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages approximately $112.5 million in discretionary assets across around 171 client relationships.
Michael M
CFP®, Series 66, Series 63
Mint Hill, NC
Soaring Investment Management, LLC
Michael Mustian is a CFP® with nine years of experience in the financial industry. He is currently an advisor at Soaring Investment Management, LLC and has previously worked at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management advises individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm employs multiple methods in portfolio construction, including fundamental, technical, and quantitative analysis, and manages a diverse range of investment instruments.
Elisabeth M
CFP®, CFA®, ChFC®
Portland, OR
Soaring Investment Management, LLC
Elisabeth Mesquit is a CFP®, CFA®, and ChFC® with 10 years of industry experience. She has been with Soaring Investment Management, LLC since 2019 and previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2015 to 2019. Soaring Investment Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm develops individualized investment policies through client interviews and manages accounts using a combination of fundamental, technical, cyclical, and quantitative analysis across a diverse range of investment instruments.
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