Sonoran Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sonoran Capital Management LLC provides portfolio management and related advisory services to a very limited client base. The firm charges fees based on a percentage of assets under management, as described in its Form ADV brochure.
The firm's ADV materials outline its investment methods, strategies and account review procedures used in managing client portfolios. The adviser oversees ongoing portfolio monitoring and trade execution and works directly with each account under the policies set forth in the brochure.
Notably, Sonoran reports about $800,000 in assets under management across only two clients and does not accept non‑high‑net‑worth individual clients, a client profile that is uncommon among independent advisers. This narrow client base and client-type restriction distinguish the firm from peers that typically serve a broader set of individual investors.
Client services
Fee options
Main office
Cave Creek AZ
Advisors at this office
1
Most active in
Arizona
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
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