Sonnet, LLC

RIASEC RegisteredEst. 2025

Total AUM

$148M

Discretionary

$138M

93% of AUM

Avg account

$307K

Accounts

484

Employees

4

Advisory reps

4

Firm details

Headquarters: Spring, Texas
CRD number: 282882
Registered since: July 3, 2025
Website: www.sonnetinvest.com
Custodians: CHARLES SCHWAB & CO., INC., AMERITAS INVESTMENT COMPANY, LLC
Fee structure: Percentage of AUM
Client types: HNWI70.58%
Individuals29.42%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Sonnet, LLC is a limited liability company registered with the SEC in 2025 and owned by an individual. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; however, it is not listed as a multistate adviser or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities92%
Cash & Cash Equivalents6%
Derivatives2%

Owners & executives

1 of 1

Brian Koepp
Chief Investment OfficerCRD 2915016

Contacts

3 of 3

Thomas Seago
Investment Advisor RepresentativeCRD 6758726
Benjamin Childs
Financial AdvisorCRD 6099091
Steven Frueh
Investment Advisor RepresentativeCRD 5095396

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Spring, TX

Harris

Location

Spring, TX

Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area: Houston-The Woodlands, TX
Region: South
County: Harris
Address: 18935 I45
Time zone: CT (UTC-6)
Office locations

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