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SONAS FINANCIAL GROUP, INC.
CRD 122547File 801-130755
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$149.8M
Bottom 25% of cohort (national)
Discretionary AUM
$132.7M
Non-discretionary $17.0M
Clients
105
339 accounts
Employees
3
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 25, 2024
- Principal office
- 9229 WARD PARKWAY, SUITE 300, KANSAS CITY, MO, 64114
- Phone
- 816-753-2210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $149.8M
- Discretionary AUM
- $132.7M
- Non-discretionary AUM
- $17.0M
- Discretionary accounts
- 313
- Non-discretionary accounts
- 26
- Total accounts
- 339
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $108.4M |
| Pension and profit sharing plans | Fewer than 5 | $10.3M |
| Individuals (other than high net worth individuals) | 60 | $31.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.