|
⚲
|
| Keyboard |
| Socha Financial Group LLC
✚
|
|
|---|---|
| CRD # | 299263 |
| SEC # | 801-114654 |
| CIK # | 0001967966 |
| AUM | 430.0 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 607-962-0605 |
| Address | 181 East Second Street Corning, NY 14830 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Corning Inc /NY | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 604 | 205.6 |
| (b) Individuals (high net worth individuals) | 130 | 224.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,526 | 430.0 |
| By Discretionary | ||
| Discretionary | 1,526 | 430.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,526 | 430.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 427.6 | |
| Total | 1,526 | 430.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001967966] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 28 (1 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brandon Financial Planning Inc
✚
|
TN | 434.9 M |
|
Greenbridge Partners LLC
✚
|
FL | 433.1 M |
|
Steadmont Advisors LLC
✚
|
AL | 430.7 M |
|
Benchmark Wealth Management LLC
✚
|
CT | 430.0 M |
|
Compass Financial Group Inc
✚
|
FL | 429.7 M |
|
Navigate Wealth Management LLC
✚
|
AL | 429.6 M |
|
LEGA Z Advisory LLC
✚
|
428.4 M | |
|
Legacy Bridge LLC
✚
|
IA | 425.8 M |
|
Stonehearth Capital Management LLC
✚
|
MA | 425.4 M |
|
Gamma Asset Management LLC
✚
|
PR | 424.8 M |