Sonoran Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 152942
- Website
- www.sonoran-capital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds20%
- Derivatives10%
- Cash & Cash Equivalents4%
- Other1%
Contacts
2 of 2Scott Schubert
FounderCRD 5778721
Thomas Schubert
Founder & Managing PartnerCRD 5166556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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