Sonoran Investment Advisors, LLC

Sonoran Investment Advisors provides portfolio management and financial planning services primarily for individual and high‑net‑worth clients and prepares an Investment Policy Statement for each engagement. The firm discloses it offers both discretionary and non‑discretionary management and, as of its most recent ADV filing, reported no assets under management or ongoing client accounts.

The firm tailors programs through an initial interview and documents client goals, risk tolerance and investment constraints in an IPS, and it seeks fair allocation of investment opportunities across accounts. Its investment process draws on charting, modern portfolio theory, quantitative and technical analysis and employs a broad set of strategies — including long‑ and short‑term trading, short sales, margin and options — and may access non‑traditional instruments such as venture capital/private placements, commodities and precious‑metal ETFs.

Notable distinctions in the brochure include offering hourly financial planning fees in addition to asset‑based and performance arrangements, a billing practice that is uncommon among peers in this category. The firm also discloses it will accept performance‑based arrangements for accredited clients (with a high‑water mark), requires clients to use a specified broker/custodian for executions, and acknowledges receipt of soft‑dollar research and use of higher‑risk trading tools, all of which affect its operational and risk profile relative to many managers.