SONMORE FINANCIAL LLC

Overview

Sonmore Financial LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm operates primarily as a discretionary portfolio manager and financial planner, offering portfolio management, financial planning, pension consulting and the selection of sub‑advisers. Its investment approach centers on public funds and mutual fund-based strategies as the backbone of client portfolios, while acting as a capital allocator when clients require access to third‑party managers or specialized alternative exposure. Sonmore is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. Fee arrangements combine a percentage of assets under management with fixed fees and other billing structures, reflecting flexibility for differing client relationships and planning engagements. Client relationships tend to be mid‑to‑high net worth households, with average client and account sizes near the seven‑figure mark.

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Location & Offices