Sonoran Capital Management LLC
RIASEC Registered
Total AUM
$800K
Discretionary
$800K
100% of AUM
Avg account
$200K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 139527
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sonoran Capital Management LLC is a small, owner-operated advisory firm organized as an LLC that provides portfolio management for individuals and small businesses. The practice serves individual and family clients on a fee‑based schedule tied to assets under management. The firm is not positioned as an ESG investor, does not operate as a multi‑state adviser or pension consultant, and is not identified as a capital allocator or part of a related adviser group.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents65%
- Exchange Traded Equities35%
Contacts
1 of 1Robert Preston
PresidentCRD 717326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Leonard JR., Gary A.
RIAAUM $800KTEAM 1REPS 1
P. G. Earl Investment Advisers, L.L.C.
RIAAtlanta, GA
AUM $800KTEAM 1REPS 6
Taylor & Taylor Financial Services
RIAAUM $800KTEAM 1REPS 1
Jamerson-Crosby Investment Advisors LLC
RIAAUM $800KTEAM 1REPS 1
Brookside Capital Group LLC
RIAAUM $800KTEAM 1REPS 1
Stewardship Edge Capital, LLC
RIAMorrow, GA
AUM $800KTEAM 1REPS 1