A complete list of active advisors currently associated with Soman Advisors LLC

Warmer can help you find a great advisor at Soman Advisors LLC or one who fits your needs even better.

Soman Advisors LLC provides discretionary portfolio management to individuals and high‑net‑worth clients, typically accepting accounts with at least $500,000 and currently managing roughly $3 million across a small number of client accounts. Fees are assessed as a percentage of assets under management and services are delivered through separately managed accounts at client‑chosen custodians with an emphasis on tax‑efficient execution for growth and income objectives. The firm’s investment approach predominantly employs derivatives—broad‑based index options and structured credit and debit spreads on indices such as the S&P 500, Nasdaq 100, Dow Jones and Russell 2000—to create positions with defined, bounded loss profiles calibrated to each client’s agreed risk level. Methodology combines fundamental and technical analysis plus macro considerations to derive probability‑based strike, size and expiry decisions; the adviser operates with full discretionary authority and notifies clients in advance of potential maximum losses. What distinguishes the firm relative to many solo independent advisers is its routine use of index option spreads within separately managed accounts and its explicit focus on high‑net‑worth clients rather than a broader retail base. The sole adviser applies proprietary probability techniques and also manages a personal portfolio using the same principles, with a stated policy to execute client trades first when timing overlaps, and brings a long technical and industry background to the strategy design.

To learn more about the advisors currently working at Soman Advisors 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.