Sonas Financial Group, Inc.
● SEC registered since 2024CRD 122547SEC# 801-130755Kansas City, MO
Reg. AUM
$149.8M
Employees
3
Accounts
339
Location
Kansas City, MO
Sonas Financial Group, Inc. assets under management
Sonas Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Kansas City, MO. The firm has been registered since 2024. It reports $149.8 million in regulatory assets under management and employs 3 people.
Sonas Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James D Meysenburg Control | President And Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Sonas Financial Group, Inc. manage?
Sonas Financial Group, Inc. reports $149.8 million in regulatory assets under management on its Form ADV.
How many employees does Sonas Financial Group, Inc. have?
Sonas Financial Group, Inc. reports 3 employees.
Where is Sonas Financial Group, Inc. located?
Sonas Financial Group, Inc. is based in Kansas City, MO and has been SEC-registered since 2024.
Does Sonas Financial Group, Inc. disclose fund performance?
Sonas Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9229 Ward Parkway, Suite 300, Kansas City, MO 64114 |
| Phone | 816-753-2210 |
| Fax | 816-753-2222 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.8M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$149.8Mregulatory AUM
Discretionary $132.7MNon-discretionary $17M