A complete list of active advisors currently associated with Sonoran Capital Management, LLC

Warmer can help you find a great advisor at Sonoran Capital Management, LLC or one who fits your needs even better.

Sonoran Capital Management is a state-registered investment adviser that provides discretionary portfolio management primarily for high‑net‑worth and accredited investors, including retirement accounts, trusts, family LLCs and investment companies. The firm serves a small number of clients and focuses on managing equity‑oriented portfolios with full trading authority and periodic reporting. Investment decisions are driven by a top‑down global macro process supported by a proprietary model developed by the firm, and portfolios generally use equities as the primary vehicle while employing derivatives (covered calls and occasional purchased options) mainly for hedging. Accounts are managed to a set of firm strategies rather than individualized security selections, and clients are informed of a long‑term plan to consolidate strategy accounts into a pooled partnership structure. Distinctive features include the firm’s disclosure and presentation of performance results and explicit performance‑fee mechanics (with high‑water mark examples) in its ADV, an uncommon practice for similarly sized advisers. The combination of a small, concentrated client base composed largely of accredited HNW investors and family entities, a discretionary‑only operating model, a voluntary code of ethics despite state registration, and the current practice of not custodizing or centrally voting client proxies further differentiates Sonoran Capital from many peers.

To learn more about the advisors currently working at Sonoran Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.