Sonata Capital Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 25, 2026, reports $361M in regulatory assets under management, 5 employees, and 197 accounts.
Assets Under Management
$361M
Employees
5
Offices
--
Total Clients
197
Primary office
SEATTLE, WA
2001 6TH AVE, SUITE 3410, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
119
2
Individuals
37.1%
73
3
Charitable
2.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of March 25, 2026
Discretionary100.0%
$361M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$361M
Total Accounts197
10Y AUM Change+$137M (+61.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.