S
Sonoran Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$800,000
Clients
2
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$400,000
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
Portfolio management
Fee options
Main office location
Sonoran Capital Management LLC
Cave Creek AZ, United States
Number of offices
1
Most active in
Sonoran Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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