Sonoran Capital Management, LLC

Overview

Sonoran Capital Management, LLC is a small, fee-based advisory firm that focuses on personalized portfolio management for individual and small business clients. The firm runs discretionary mandates and favors exchange-traded equities and ETFs as its primary implementation vehicle, reflecting a bias toward liquid, tradable instruments. Investment activity shows a clear equity preference, but the firm supplements core holdings with mutual funds and allocates a portion of client assets to alternative strategies — specifically hedge funds and real estate — to pursue diversification and return sources uncorrelated with public markets. Sonoran is not positioned as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices