firm profile
Sorsby Financial Corp.
Overview
Sorsby Financial Corp. is a Broker Dealer and registered investment adviser based in Bonita Springs, FL, registered since 1996. It reports $21M in assets under management across 33 accounts, with 1 employees. Its 2 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $21M
- Accounts
- 33
- Average account
- $637K
- Employees
- 1
- Registered reps
- 2
- Branch offices
- 1
- Registered since
- 1996
- Jurisdictions
- 9
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
- Products and services
Executive officers 2 of 2
- Whitney Anastasia Brom Chief Executive Officer, Bd-Chief Compliance Officer, Financial and Operations Principal CRD 5259691
- Charles Cawthon Sorsby President, Ia -Chief Compliance Officer CRD 809318
Registered reps 2 of 2
- Whitney Anastasia Brom Registered Rep CRD 5259691
- Charles Cawthon Sorsby Registered Rep · Investment Adviser Rep CRD 809318
Location
- Headquarters
- 4851 Bonita Bay Blvd Ste 3503
Bonita Springs, FL 34134 - County
- Lee
- Metro area
- Cape Coral-Fort Myers, FL
- Region
- South
- Branch offices
- 1 in 1 state
Registrations
- State registered, corporation formed in Illinois
- Registered in 9 jurisdictions
- Website: sorsbyfinancial.com
Every state, with registration dates
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