$800.0K Total AUM
$800.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
20 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2006
- Office Locations
- 1
Office Locations
-- Cave Creek AZ
About Sonoran Capital Management LLC
Sonoran Capital Management provides hedged equity strategies for individuals, retirement accounts (401k/IRA/Roth/SEP), and institutional investors, targeting S&P 500-like long-run returns with lower volatility and market risk. Founder-led by Robert Slade Preston; custody primarily via TD Ameritrade.
Team overview
-- AVG AGE
$800.0K AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Owner & Executives
R
ROBERT SLADE PRESTON
Chief Compliance Officer, Founder, Managing Member
- CRD
- #717326
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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