SONORA INVESTMENT MANAGEMENT GROUP, LLC

Legal name: SONORA INVESTMENT MANAGEMENT

CRD #315312 SEC #801-121799 TUCSON, AZ 520-624-4554

SEC Registered

Total AUM

$2.4B

Discretionary

$2.4B

Employees

Clients

Accounts

3,940

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 13, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ALEXANDER, SARA, SUZANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	CHIEF PORTFOLIO OFFICER	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
ARKO, MICHAEL, H	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	CHIEF MARKETING OFFICER	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
GAINES, LUDWELL, GRAHAM	I	PRINCIPAL	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	CHIEF FINANCIAL OFFICER	NA	Control
ROGERS, DOUGLAS, R.	I	PRINCIPAL	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	CHIEF RESEARCH OFFICER	NA	Control
TOLAND, HUGH, BRADLEY	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	CHIEF INVESTMENT OFFICER	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
WILCOX, TIMOTHY, DUANE	I	PRINCIPAL	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	F	Control
CD&R ASSOCIATES XII, L.P.	FE	CLAYTON, DUBILIER & RICE FUND XII, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
CD&R INVESTMENT ASSOCIATES XII, LTD.	FE	CD&R FERDINAND HOLDINGS, L.P.	F	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND CO-INVESTOR, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control

Registrations

Federal

Mar 13, 2025 REGISTERED

Notice Filings (48)

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Address

2343 E. BROADWAY BLVD, SUITE 116
TUCSON, AZ 85719
United States

Phone: 520-624-4554