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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Socha Financial Group

CORNING, NY
CRD: 299263
In PWD coverage since September 1, 2026 · 5 stories
$430MRegulatory AUMSEC Form ADV · Sep 12
6EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Sep 5 – Sep 12
Deal recordFull tracker →
Sep 1, 26Deal announcedSavant Wealth Management · $542M — coverage
Aug 30, 26Deal closedSavant Wealth Management · $542M — coverage
Aug 30, 26Deal closedSavant Wealth Management · $542M — coverage
PWD coverage
The Close

RIA roll-ups are now buying retention, not just assets

Savant's member-owner seat and the in-house tax teams at Sowell and Grimes show consolidators trading cash for structures that make sellers and households harder to leave.
Deals & PE · Sep 2The private-markets gateway is now the M&A target
M&A · Sep 2Owner seats are the currency in Savant’s ninth deal
M&A · Sep 1Savant's Socha buy is a template for founder-led sellers
exit · Sep 1Savant's Socha deal maps a hybrid exit
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