Sonoran Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sonoran Capital provides discretionary portfolio management primarily for high‑net‑worth individuals, family LLCs, trusts and retirement accounts, and generally does not accept non‑HNW individual clients. The firm focuses on equity‑based strategies while using fixed income and derivatives mainly as hedging tools, and it provides regular performance and account reporting to clients.
Investment decisions are driven by a top‑down global macro process supplemented by a proprietary model that analyzes macroeconomic and market inputs to identify opportunities. Portfolios are managed to firm strategies rather than individualized security selections, and the firm has disclosed a long‑term plan to merge strategy accounts into a pooled partnership vehicle.
Noteworthy features include the firm’s public presentation of performance information in its disclosure and the availability of performance‑based fee arrangements subject to a high‑water‑mark. Sonoran operates with a small client base and individualized fee arrangements, its partners invest alongside clients with personal trades placed after client trades, and it currently manages client assets through third‑party custodians.
Client services
Expertise
Occupation focus
Fee options
Annual performance fee is charged as 20% of net profits above a high-water mark.
Account minimum: $500,000.00
Main office
Denver CO
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas S
Series 63, Series 65
Denver, CO
Sonoran Capital Management, LLC
Thomas Schubert is a financial advisor at Sonoran Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Sonoran Capital Management since 2010. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies supported by fixed income and derivatives for hedging. The firm employs a top-down global macro investment process supplemented by a proprietary model and manages portfolios according to firm strategies rather than individualized security selections.
Scott S
CFA®
Denver, CO
Sonoran Capital Management, LLC
Scott Schubert is a CFA® charterholder with 16 years of industry experience. He has been with Sonoran Capital Management, LLC since 2010 and is also affiliated with New York University. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies with fixed income and derivatives used mainly for hedging. The firm employs a top-down global macro process supplemented by a proprietary model to guide investment decisions and manages portfolios according to firm strategies rather than individualized security selections.
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