Founded by an Entrepreneur

For Entrepreneurs

TALK WITH OUR FOUNDER
A white background with a few lines on it

We are Socha Capital.


Ultra-high net-worth individuals and entrepreneurs choose us

as their family office and financial planners.

$1 BILLION+

Assets Under Advisement

NATIONWIDE

Serving Clients Nationwide

18+

Dedicated Professionals

As your fractional family office, we offer tailored services to manage substantial wealth and accomplish meaningful goals.

Our expertise and proprietary method, The Freedom Threshold©, allows us to guide the wealth management process in a way that matches your unique financial landscape—as a business owner and the leader of a family.

Financial planning is not just about generating wealth. It’s about preserving, growing, and ultimately leveraging it to make a meaningful life.

Authentic success comes from understanding our deepest desires and aligning our actions with those goals. It's not about chasing an arbitrary figure, but about creating real impact and letting the wealth follow the value we bring. Focus on the real prize—clarity of purpose and genuine fulfillment.

Jeff Socha

CEO & Founder Socha Capital


Our vision


Guide entrepreneurs

to financial clarity and peace.

How We Are Different


We create full scope financial plans that solve the problems of entrepreneur's complex lives, so they never have to think about it again.


Founded by an Entrepreneur for Entrepreneurs.

Our founder comes from a multi-generational family of entrepreneurs. Growing up in a business, he faced the challenges of business-ownership first hand. This business was founded to solve those problems.


Meet Our Founder

We are Tax Experts.



We don't just talk tax, we know tax. Inside and out. For five years, our Founder worked on two political action committees through which he lobbied the United States Congress on finance and tax regulations.


Explore Tax Strategy

Your Family Office.

As a fractional family office for founders, high net worth individuals and families making over $1,000,000 a year, we offer a full-service approach with 5 Strategic Services.

The Freedom Threshold©

Each one of us has a moment in our lives when we realize life's not about making money, but making meaning—for ourselves and others. As financial planners, we guide entrepreneurs to create financial structures that turn the effort and challenge of business ownership into an impactful legacy.


Learn More About The Freedom Threshold

We Serve Clients Around the Nation from our Homebase

in Austin, Texas.

Socha Capital is a strategic advisory firm that delivers comprehensive solutions for your ever-changing financial life. Our practical approach is proven to make accumulating and protecting wealth possible.


Alongside a suite of credentialed professionals, we design generative solutions to capture growth opportunities and create a legacy for future generations. Our expertise includes investment management, risk management, advanced tax planning, cashflow planning, legal planning, charitable giving, and more.


Contact Us
Share by: