S
$148.4M Total AUM
$138.2M Disc. AUM
-- 3Y CAGR
4 Employees
538 ADV. Clients
10 yrs Firm Age
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- Custodian
- Ameritas ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2016
- Office Locations
- 1
Office Locations
18935 I-45 North Spring TX
About Sonnet, LLC
SONNET, LLC is an RIA providing comprehensive money management and planning, with model portfolios spanning strategic and tactical approaches across active/passive, value, tax-efficient, absolute return, protected, long/short, and income mandates. Portfolios are heavily ETF-based and designed for efficient implementation with no loads or short-term redemption fees and low transaction costs.
Team overview
51 AVG AGE
$37.1M AVG AUM / ADVISOR
$275.9K AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Client Personas
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Custodian
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Services
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Technology
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Owner & Executives
B
BENJAMIN JACOB CHILDS
Managing Member
- CRD
- #6099091
- Ownership
- 25% but less than 50%
Available
Available
Available
S
STEVEN DAVID FRUEH
Chief Compliance Officer, Managing Member
- CRD
- #5095396
- Ownership
- 25% but less than 50%
Available
Available
Available
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T
THOMAS WAYNE SEAGO
--
- CRD
- #6758726
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,168,848 | $329,759 |
| Non-Discretionary | $10,262,473 | $157,884 |
| Total | $148,431,321 | $306,676 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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