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Benjamin C
Series 65
Spring, TX
Sonnet, LLC
Benjamin Childs is a financial advisor with Sonnet, LLC and holds a Series 65 credential. He has 14 years of industry experience, including roles at Wealth Management Investment Advisors, LLC and Onyx Wealth Advisors, Inc. Childs is also involved as a managing member in several entities related to insurance and financial services. Sonnet, LLC is a registered investment adviser serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm uses a combination of passive and actively managed quantitative and tactical strategies, offering multiple portfolio management approaches including options-based models, and oversees approximately $148 million in assets across 269 client relationships.
Thomas S
Series 65
Spring, TX
Sonnet, LLC
Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.
Brian K
Series 63, Series 66
Spring, TX
Sonnet, LLC
Brian Koepp is a financial advisor at Sonnet, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sonnet since 2016. Koepp also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, with a focus on business and retirement planning. The firm offers a range of model portfolios that include both passive and actively managed strategies, many based on proprietary quantitative models, and manages most client accounts on a discretionary basis.
Steven F
Series 66
Spring, TX
Sonnet, LLC
Steven Frueh is a financial advisor at Sonnet, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Regal Investment Advisors LLC and Valic Financial Advisors. In addition to his role at Sonnet, he is an owner of Wealth Management Investment Advisors, which provides financial planning and consulting services. Sonnet, LLC is a registered investment adviser serving individuals, high-net-worth clients, trusts, small businesses, and churches. The firm uses a combination of passive strategic allocations and actively managed quantitative and tactical models, offering a variety of money-management strategies including sector-tilt, rotation approaches, and option-based collar strategies.
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