Sonnet, Llc
- Regulatory AUM
- $148M
- Discretionary
- $138M
- Clients
- 269
- Avg AUM / client
- $552K
- Accounts
- 484
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 227 | $43.7M | 29.4% |
| High net worth individuals | 42 | $105M | 70.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Jacob Childs | Registered representative | Jan 2018 (9y) | ||
| Brian Paul Koepp | Registered representative | Jan 2018 (9y) | ||
| Steven David Frueh | Registered representative | Jan 2018 (9y) | ||
| Thomas Wayne Seago | Registered representative | Jan 2018 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $134M (90% of AUM) Mar 2026
- Ameritas Investment Company, Llc $4.5M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗