A complete list of active advisors currently associated with Soina Financial Group, LLC

Warmer can help you find a great advisor at Soina Financial Group, LLC or one who fits your needs even better.

The firm provides discretionary investment management primarily to individual clients, including high‑net‑worth individuals, and offers portfolio management tailored through client discussions and financial reviews. It reports an account minimum of $125,000 and manages approximately $1.22 million in discretionary assets across about ten client accounts. Investment decisions are guided by modern portfolio theory and a belief that markets are generally efficient, with portfolios built largely from passive, asset‑class mutual funds and ETFs and supplemented by selected separate account managers. The firm also uses a range of strategies — including long‑ and short‑term holdings and options strategies such as covered calls and spreads — and states it may employ futures and other derivatives within managed accounts. What distinguishes the firm from many independent peers is its use of derivatives in separately managed accounts and its disclosure that it advertises hypothetical performance in its materials, both of which are uncommon for firms in this category. The firm is a solo adviser who conducts annual account reviews personally and requires clients to custody assets at a specified broker‑dealer with custodian debit arrangements for advisory fees.

To learn more about the advisors currently working at Soina Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.