Sonata Capital Group Inc
Sonata Capital Group Inc is an SEC-registered wealth manager in Seattle, WA with $360.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Sonata Capital Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111277, SEC 801-57515, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $360.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Seattle, WA
- Employees
- 5
- Clients
- 197
- CRD
- 111277
- Ownership
- HUTCHESON, MARK, A; HUTCHESON, MARK, ANDREW; SHULMAN, EARL, NORTON; HELMS, LUTHER, SHERMAN; JUDSON, CHARLES, JAMES
How much AUM does Sonata Capital Group Inc have?
Sonata Capital Group Inc reported $360.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Sonata Capital Group Inc?
Disclosed owners and executives of Sonata Capital Group Inc include HUTCHESON, MARK, A, HUTCHESON, MARK, ANDREW, SHULMAN, EARL, NORTON, HELMS, LUTHER, SHERMAN, JUDSON, CHARLES, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.