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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2000
- Office Locations
- 1
Office Locations
About Sonata Capital Group INC
Sonata Capital Group (founded 2000) is a Seattle-based RIA providing customized portfolio management and comprehensive financial planning, including estate planning and portfolio construction. The team emphasizes holistic, long-term wealth management tailored to each client’s objectives, with investment work spanning asset allocation, mutual funds and ETFs, and fixed income; serves individuals including entrepreneurs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY ROSS CUMMINS
Chief Compliance Officer, Managing Director
- CRD
- #1719659
- Ownership
- 50% but less than 75%
DAVID FRANKLIN HILL
Director, MANAGING DIRECTOR
- CRD
- #1055841
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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PETER G ACKER
Senior Portfolio Manager
- CRD
- #4565639
MAX M MCCAIN
Director, Portfolio Manager
- CRD
- #4565649
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,685,424 | $1,830,890 |
| Non-Discretionary | $0 | -- |
| Total | $360,685,424 | $1,830,890 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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