Sonoran Capital Management, LLC

RIASEC Registered
Total AUM
$51.7M
Discretionary
$51.7M
100% of AUM
Avg account
$4.3M
Accounts
12
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
152942
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sonoran Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and reports an individual- and family-oriented clientele. Its advisory activity centers on discretionary portfolio management rather than pension consulting, multi-state advisory work, or capital allocation to internal products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 20%, Derivatives 10%, Cash & Cash Equivalents 4%, Other 1%65%
  • Exchange Traded Equities65%
  • US Government Bonds20%
  • Derivatives10%
  • Cash & Cash Equivalents4%
  • Other1%

Contacts

2 of 2
  • Scott Schubert

    FounderCRD 5778721

  • Thomas Schubert

    Founder & Managing PartnerCRD 5166556

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth