RIA IntelAdvisersOklahomaSONORAN CAPITAL MANAGEMENT, LLC

SONORAN CAPITAL MANAGEMENT, LLC

Advisory

OK

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in OK
#137
of 142 advisers by AUM
Average account
$4M
across 12 accounts
AUM per adviser
$52M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM
$52M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

ZAXIS, LLC
TULSA, OK
$52M
+27.9% 1Y
MARK I ASSET MANAGEMENT, LTD
OKLAHOMA CITY, OK
$51M
+23.4% 1Y
AMERITRUST INVESTMENT ADVISORS INC
TULSA, OK
$52M
-3.6% 1Y
INSTITUTIONAL EQUITY ASSOCIATES, LLC
OKLAHOMA CITY, OK
$53M
0.0% 1Y
WILSHIRE-PENNINGTON GROUP, INC.
NICHOLS HILLS, OK
$53M
-13.3% 1Y
OK401K, INC.
OKLAHOMA CITY, OK
$53M

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