SOBORA CAPITAL

Overview

Sobora Capital is a limited liability company run by an individual owner that operates as a fee-based advisory practice. The firm’s advisory services emphasize financial planning, portfolio management for both individuals and small businesses as well as for larger business or institutional clients, pension consulting and educational workshops. It is not positioned as a capital allocator; rather, the firm appears to advise clients across a mix of account types and fee arrangements, offering percentage-of-AUM billing alongside hourly, fixed and other fee models. Sobora Capital is not identified as an active ESG investor and does not operate as a multi-state adviser. The firm maintains business connections to an insurance company and to real estate brokerage activity, which suggests integration of insurance solutions and property transactions into client solutions when appropriate. Given the advisory and educational focus, Sobora Capital looks to combine planning and discretionary portfolio management with consulting and seminars for client education.

Assets & Accounts

Investments & Alternatives

Location & Offices