KANSAS CITY, MOCRD 122547Latest ADV March 27, 2026
Sonas Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 27, 2026, reports $150M in regulatory assets under management, 3 employees, and 339 accounts.
Assets Under Management
$150M
Employees
3
Offices
--
Total Clients
105
Primary office
KANSAS CITY, MO
9229 WARD PARKWAY, SUITE 300, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
60
2
HNWI
42.9%
45
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 27, 2026
Discretionary88.6%
$133M
89% of total RAUM88.6%
Non-discretionary11.4%
$17M
11% of total RAUM11.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$150M
Total Accounts339
10Y AUM Change+$33M (+28.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee35:1
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.