Active
SONOMA BRANDS CAPITAL
Investment Advice|SONOMA, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$361.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 361.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 296285 |
| SEC Number | 801-119128 |
| Street Address | 117 W. NAPA ST. |
| Street Address 2 | SUITE C |
| Location | SONOMA, CA 95476 |
| Country | United States |
| Phone | (707) 656-2015 |
| Total Employees | 7 |
Client Count by Type (8 Total)
| Category | Value |
|---|---|
| Pooled Investment Vehicle… | 8 |
Community Partners
CITY OF CLOVERDALE
CITY OF HEALDSBURG
CITY OF ROHNERT PARK
CITY OF SANTA ROSA
CITY OF SEBASTOPOL
CITY OF SONOMA
COUNTY OF SONOMA
TOWN OF WINDSOR
CITY OF CLOVERDALE
CITY OF HEALDSBURG
CITY OF ROHNERT PARK
CITY OF SANTA ROSA
CITY OF SEBASTOPOL
CITY OF SONOMA
COUNTY OF SONOMA
TOWN OF WINDSOR
CITY OF CLOVERDALE
CITY OF HEALDSBURG
CITY OF ROHNERT PARK
CITY OF SANTA ROSA
CITY OF SEBASTOPOL
CITY OF SONOMA
COUNTY OF SONOMA
TOWN OF WINDSOR
Municipal Government
8 Active
8
Organizations
BODEGA BAY PUBLIC UTILITY DIST
CALIFORNIA AUTHORITY OF RACING FAIRS
California Statewide Communities Development Authority CFD No 2015-01
California Statewide Communities Development Authority CFD No 2022-12
CAMP MEEKER RECREATION AND PARK DISTRICT
CAZADERO COMMUNITY SERVICES DISTRICT
CAZADERO VOLUNTEER FIRE DEPARTMENT
CLOVERDALE FIRE PROTECTION DISTRICT
CLOVERDALE HEALTH CARE DISTRICT
CREEKSIDE WASTEWATER AUTHORITY
FORESTVILLE COUNTY WATER DISTRICT
GOLDEN RIDGE FIRE PROTECTION DISTRICT
GOLD RIDGE FIRE PROTECTION DISTRICT
GOLD RIDGE RESOURCE CONSERVATION DISTRICT
GOLD RIDGE RESOURCE CONSERV DT
GRATON COMMUNITY SERVICES DISTRICT
GRATON FIRE PROTEC DISTRICT
GRATON FIRE PROTECTION DISTRICT
GREEN VALLEY CEMETERY DISTRICT
KENWOOD FIRE PROTECTION DISTRICT
BODEGA BAY PUBLIC UTILITY DIST
CALIFORNIA AUTHORITY OF RACING FAIRS
California Statewide Communities Development Authority CFD No 2015-01
California Statewide Communities Development Authority CFD No 2022-12
CAMP MEEKER RECREATION AND PARK DISTRICT
CAZADERO COMMUNITY SERVICES DISTRICT
CAZADERO VOLUNTEER FIRE DEPARTMENT
CLOVERDALE FIRE PROTECTION DISTRICT
CLOVERDALE HEALTH CARE DISTRICT
CREEKSIDE WASTEWATER AUTHORITY
FORESTVILLE COUNTY WATER DISTRICT
GOLDEN RIDGE FIRE PROTECTION DISTRICT
GOLD RIDGE FIRE PROTECTION DISTRICT
GOLD RIDGE RESOURCE CONSERVATION DISTRICT
GOLD RIDGE RESOURCE CONSERV DT
GRATON COMMUNITY SERVICES DISTRICT
GRATON FIRE PROTEC DISTRICT
GRATON FIRE PROTECTION DISTRICT
GREEN VALLEY CEMETERY DISTRICT
KENWOOD FIRE PROTECTION DISTRICT
BODEGA BAY PUBLIC UTILITY DIST
CALIFORNIA AUTHORITY OF RACING FAIRS
California Statewide Communities Development Authority CFD No 2015-01
California Statewide Communities Development Authority CFD No 2022-12
CAMP MEEKER RECREATION AND PARK DISTRICT
CAZADERO COMMUNITY SERVICES DISTRICT
CAZADERO VOLUNTEER FIRE DEPARTMENT
CLOVERDALE FIRE PROTECTION DISTRICT
CLOVERDALE HEALTH CARE DISTRICT
CREEKSIDE WASTEWATER AUTHORITY
FORESTVILLE COUNTY WATER DISTRICT
GOLDEN RIDGE FIRE PROTECTION DISTRICT
GOLD RIDGE FIRE PROTECTION DISTRICT
GOLD RIDGE RESOURCE CONSERVATION DISTRICT
GOLD RIDGE RESOURCE CONSERV DT
GRATON COMMUNITY SERVICES DISTRICT
GRATON FIRE PROTEC DISTRICT
GRATON FIRE PROTECTION DISTRICT
GREEN VALLEY CEMETERY DISTRICT
KENWOOD FIRE PROTECTION DISTRICT
Special District
63 Active
63
Organizations
ALEXANDER VAL UNION ELEM SCH DIST
BELLEVUE UNION EL SCH D
BENNETT VALLEY UNION SCHOOL DIST
CINNABAR ELEM SCH DIST
CLOVERDALE UN SCH DIST
COTATI-ROHNERT PK UNIF SCH DIS
DUNHAM ELEM SCH DIST
FORESTVILLE ELEM SCH DIST
FORT ROSS SCH DIST
GEYSERVILLE UNIF SCH DIST
GRAVENSTEIN UNION SCH DIST
GUERNEVILLE ELEM SCH DIST
HARMONY UNION ELEM SCH DIST
HEALDSBURG UNIFIED SCHOOL DISTRICT
HORICON ELEM SCH DIST
KASHIA SCHOOL DISTRICT
KENWOOD SCHOOL DISTRICT
LIBERTY ELEM SCH DIST
MARK WEST UNION ELEM SCH DIST
MONTE RIO UNION ELEM SCH DIST
ALEXANDER VAL UNION ELEM SCH DIST
BELLEVUE UNION EL SCH D
BENNETT VALLEY UNION SCHOOL DIST
CINNABAR ELEM SCH DIST
CLOVERDALE UN SCH DIST
COTATI-ROHNERT PK UNIF SCH DIS
DUNHAM ELEM SCH DIST
FORESTVILLE ELEM SCH DIST
FORT ROSS SCH DIST
GEYSERVILLE UNIF SCH DIST
GRAVENSTEIN UNION SCH DIST
GUERNEVILLE ELEM SCH DIST
HARMONY UNION ELEM SCH DIST
HEALDSBURG UNIFIED SCHOOL DISTRICT
HORICON ELEM SCH DIST
KASHIA SCHOOL DISTRICT
KENWOOD SCHOOL DISTRICT
LIBERTY ELEM SCH DIST
MARK WEST UNION ELEM SCH DIST
MONTE RIO UNION ELEM SCH DIST
ALEXANDER VAL UNION ELEM SCH DIST
BELLEVUE UNION EL SCH D
BENNETT VALLEY UNION SCHOOL DIST
CINNABAR ELEM SCH DIST
CLOVERDALE UN SCH DIST
COTATI-ROHNERT PK UNIF SCH DIS
DUNHAM ELEM SCH DIST
FORESTVILLE ELEM SCH DIST
FORT ROSS SCH DIST
GEYSERVILLE UNIF SCH DIST
GRAVENSTEIN UNION SCH DIST
GUERNEVILLE ELEM SCH DIST
HARMONY UNION ELEM SCH DIST
HEALDSBURG UNIFIED SCHOOL DISTRICT
HORICON ELEM SCH DIST
KASHIA SCHOOL DISTRICT
KENWOOD SCHOOL DISTRICT
LIBERTY ELEM SCH DIST
MARK WEST UNION ELEM SCH DIST
MONTE RIO UNION ELEM SCH DIST
School District
40 Active
40
Organizations
100 BLACK MEN OF SONOMA COUNTY INC
1287816 AIRPORT TOASTMASTERS
12 ROCKFORD IL
1REVOLUTION
1ST MARINE DIVISION REDWOOD EMPIRE CHAPTER
222 HEALDSBURG PERFORMING ARTS
320 FORESTVILLE LODGE
4-HC CLUBS & AFFILIATED 4-H ORGANIZATIONS
4PAWS
55 WOODS LANE
67 FOUNDATION
ACCESS HEALDSBURG
ACCORDION CLUB OF THE REDWOODS INC
ACORN MUSECOLOGY PROJECT
ACTIVE 20-30 OF SEBASTOPOL 63
ACTIVE 20-30 UNITED STATES AND CANADA
ACTIVE 20-30 UNITED STATES AND CANADA
ACTORS THEATER FOR CHILDREN
ADELE HARRISON PARENT NETWORK
AESOP INSTITUTE
100 BLACK MEN OF SONOMA COUNTY INC
1287816 AIRPORT TOASTMASTERS
12 ROCKFORD IL
1REVOLUTION
1ST MARINE DIVISION REDWOOD EMPIRE CHAPTER
222 HEALDSBURG PERFORMING ARTS
320 FORESTVILLE LODGE
4-HC CLUBS & AFFILIATED 4-H ORGANIZATIONS
4PAWS
55 WOODS LANE
67 FOUNDATION
ACCESS HEALDSBURG
ACCORDION CLUB OF THE REDWOODS INC
ACORN MUSECOLOGY PROJECT
ACTIVE 20-30 OF SEBASTOPOL 63
ACTIVE 20-30 UNITED STATES AND CANADA
ACTIVE 20-30 UNITED STATES AND CANADA
ACTORS THEATER FOR CHILDREN
ADELE HARRISON PARENT NETWORK
AESOP INSTITUTE
100 BLACK MEN OF SONOMA COUNTY INC
1287816 AIRPORT TOASTMASTERS
12 ROCKFORD IL
1REVOLUTION
1ST MARINE DIVISION REDWOOD EMPIRE CHAPTER
222 HEALDSBURG PERFORMING ARTS
320 FORESTVILLE LODGE
4-HC CLUBS & AFFILIATED 4-H ORGANIZATIONS
4PAWS
55 WOODS LANE
67 FOUNDATION
ACCESS HEALDSBURG
ACCORDION CLUB OF THE REDWOODS INC
ACORN MUSECOLOGY PROJECT
ACTIVE 20-30 OF SEBASTOPOL 63
ACTIVE 20-30 UNITED STATES AND CANADA
ACTIVE 20-30 UNITED STATES AND CANADA
ACTORS THEATER FOR CHILDREN
ADELE HARRISON PARENT NETWORK
AESOP INSTITUTE
Nonprofit Organization
1494 Active
1494
Organizations
Community Partners148 organizations
COUNTY OF SONOMA
Municipal Government·SANTA ROSA
BODEGA BAY PUBLIC UTILITY DIST
Special District·BODEGA BAY
CAZADERO VOLUNTEER FIRE DEPARTMENT
Special District·CAZADERO
CLOVERDALE HEALTH CARE DISTRICT
Special District·CLOVERDALE
CREEKSIDE WASTEWATER AUTHORITY
Special District·MONTE RIO
FORESTVILLE COUNTY WATER DISTRICT
Special District·FORESTVILLE
GOLD RIDGE FIRE PROTECTION DISTRICT
Special District·SEBASTOPOL
GOLD RIDGE RESOURCE CONSERVATION DISTRICT
Special District·SEBASTOPOL
GRATON FIRE PROTECTION DISTRICT
Special District·SEBASTOPOL
KENWOOD FIRE PROTECTION DISTRICT
Special District·KENWOOD
MARIN-SONOMA MOSQUITO CONTROL
Special District·COTATI
MONTE RIO FIRE PROTECTION DISTRICT
Special District·MONTE RIO
NORTH BAY WATER DISTRICT
Special District·SONOMA
NORTHERN CALIFORNIA HEALTH CARE AUTHORITY
Special District·HEALDSBURG
NORTHERN SONOMA COUNTY FIRE PROTECTION DISTRICT
Special District·GEYSERVILLE
NORTH SOMONA COAST FIRE PROTECTION DISTRICT
Special District·THE SEA RANCH
OCCIDENTAL COMMUNITY SERVICES DISTRICT
Special District·OCCIDENTAL
OCCIDENTAL VOLUNTEER FIRE DEPARTMENT
Special District·OCCIDENTAL
Petaluma Public Financing Authority
Special District
RAINS CREEK WATER DISTRICT
Special District·FORESTVILLE
RANCHO ADOBE FIRE PROTECTION DISTRICT
Special District·PENNGROVE
RECLAMATION DISTRICT 2130
Special District·SEBASTOPOL
REDWOOD EMPIRE DISPATCH COMMUNICATIONS AUTHORITY
Special District·SANTA ROSA
RENEWAL ENTERPRISE DISTRICT
Special District·SANTA ROSA
ROSELAND FIRE PROTEC DIST
Special District·SANTA ROSA
SANTA ROSA PLAIN GROUNDWATER SUSTAINABILITY AGENCY
Special District·SABASTOPOL
SCHELI VISTA FIRE PROTECTION DISTRICT
Special District·SONOMA
SHILOH CEMETERY DISTRICT
Special District·WINDSOR
SONOMA CLEAN POWER AUTHORITY
Special District·SANTA ROSA
RESERVATION ELEM SCH DIST
School District·STEWARTS POINT
SVUSD
School District·SONOMA
100 BLACK MEN OF SONOMA COUNTY INC
Nonprofit Organization·ROHNERT PARK
1287816 AIRPORT TOASTMASTERS
Nonprofit Organization·Windsor
12 ROCKFORD IL
Nonprofit Organization·Rohnert Park
1REVOLUTION
Nonprofit Organization·Sebastopol
1ST MARINE DIVISION REDWOOD EMPIRE CHAPTER
Nonprofit Organization·Rohnert Park
222 HEALDSBURG PERFORMING ARTS
Nonprofit Organization·Healdsburg
320 FORESTVILLE LODGE
Nonprofit Organization·Forestville
4-HC CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Forestville
4PAWS
Nonprofit Organization·Rohnert Park
55 WOODS LANE
Nonprofit Organization·Geyserville
67 FOUNDATION
Nonprofit Organization·Sonoma
ACCESS HEALDSBURG
Nonprofit Organization·HEALDSBURG
ACCORDION CLUB OF THE REDWOODS INC
Nonprofit Organization·Sonoma
ACORN MUSECOLOGY PROJECT
Nonprofit Organization·Sebastopol
ACTIVE 20-30 OF SEBASTOPOL 63
Nonprofit Organization·Sebastopol
ACTIVE 20-30 UNITED STATES AND CANADA
Nonprofit Organization·Rohnert Park
ACTIVE 20-30 UNITED STATES AND CANADA
Nonprofit Organization·Healdsburg
ACTORS THEATER FOR CHILDREN
Nonprofit Organization·Sebastopol
ADELE HARRISON PARENT NETWORK
Nonprofit Organization·Sonoma
AESOP INSTITUTE
Nonprofit Organization·Sebastopol
AFFILIATED RESEARCHS
Nonprofit Organization·CLOVERDALE
AFFORDABLE GREEN DEVELOPMENT CORPORATION
Nonprofit Organization·Sebastopol
AGEWELL PACE
Nonprofit Organization·Rohnert Park
AG INNOVATIONS NETWORK INC
Nonprofit Organization·SEBASTOPOL
AGRICULTURAL COMMUNITY EVENTS
Nonprofit Organization·KENWOOD
AHIMSA INTERNATIONAL
Nonprofit Organization·Graton
AID THROUGH EDUCATION
Nonprofit Organization·GEYSERVILLE
ALES FOR AUTISM
Nonprofit Organization·Rohnert Park
ALEXANDER VALLEY ACRES MUTUAL WATER COMPANY
Nonprofit Organization·Healdsburg
ALEXANDER VALLEY ASSOCIATION
Nonprofit Organization·HEALDSBURG
ALEXANDER VALLEY COMMUNITY CHURCH
Nonprofit Organization·HEALDSBURG
ALEXANDER VALLEY WINEGROWERS INC
Nonprofit Organization·HEALDSBURG
ALLIANCE MEDICAL CENTER, INC
Nonprofit Organization·HEALDSBURG
ALLPAWS RESCUE NETWORK INC
Nonprofit Organization·Sonoma
ALL SAINTS ANTIOCHIAN ORTHODOX CHURCH
Nonprofit Organization·Rohnert Park
ALLY RING INC
Nonprofit Organization·Sonoma
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Rohnert Park
ALTIMIRA PARENT NETWORK
Nonprofit Organization·Sonoma
ALUMNI ASSOCIATION OF SONOMA VALLEY HIGH SCHOOL
Nonprofit Organization·Sonoma
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·WINDSOR
AMATEUR ATHLETIC UNIONS OF THE US
Nonprofit Organization·WINDSOR
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Healdsburg
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Sonoma
AMERICAN BUDDHA INC
Nonprofit Organization·Sonoma
AMERICAN CIVIL WAR ASSOCIATION
Nonprofit Organization·Sebastopol
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Healdsburg
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Annapolis
AMERICAN INDIAN PRESERVATION FUND
Nonprofit Organization·BODEGA BAY
AMERICAN LEGION
Nonprofit Organization·Healdsburg
AMERICAN LEGION
Nonprofit Organization·Rohnert Park