Sonnet, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spring, TX. Its latest Form ADV filing, dated March 25, 2026, reports $148M in regulatory assets under management, 4 employees, 1 office, and 484 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.4% of total clients.
Top client categories% of clientsClients
1
Individuals
84.4%
227
2
HNWI
15.6%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of March 25, 2026
Discretionary93.1%
$138M
93% of total RAUM93.1%
Non-discretionary6.9%
$10M
7% of total RAUM6.9%
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.
Total AUM$148M
Total Accounts484
10Y AUM Change+$31M (+26.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee67:1
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.