This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2010
- Office Locations
- 1
Office Locations
About Sonoran Capital Management, LLC
Sonoran Capital Management (Denver) runs hedged equity strategies for individuals, retirement accounts (401(k)/IRA/Roth/SEP), and institutional investors, targeting S&P 500-like returns with lower volatility and market risk. Portfolios are implemented primarily with ETFs and derivatives, with custody via TD Ameritrade.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT CAMERON SCHUBERT
Chief Compliance Officer, Co-Chief Investment Officer, Managing Partner
- CRD
- #5778721
- Ownership
- 50% but less than 75%
THOMAS JUSTIN SCHUBERT
Co-Chief Investment Officer, Managing Partner, Partner
- CRD
- #5166556
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing