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SONNET, LLC

CRD 282882File 801-133807
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$148.4M
Bottom 25% of cohort (national)
Discretionary AUM
$138.2M
Non-discretionary $10.3M
Clients
269
484 accounts
Employees
4
Bottom 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jul 3, 2025
Principal office
18935 I-45 NORTH, SPRING, TX, 77388
Phone
281-404-4346

Assets & accounts

ADV Item 5F
Total regulatory AUM
$148.4M
Discretionary AUM
$138.2M
Non-discretionary AUM
$10.3M
Discretionary accounts
419
Non-discretionary accounts
65
Total accounts
484
AUM per client
$552K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals42$104.8M
Individuals (other than high net worth individuals)227$43.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for other
  • Portfolio management for businesses
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.