# Sonata Capital Group

Sonata Capital Group is a Multi Family Office based in Seattle, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2000
- **Assets under management:** $299M (Altss estimate)
- **Website:** sonatacap.com

## Regulatory record

- **CRD number:** 111277
- **SEC file number:** 801-57515
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111277

## About

Sonata Capital Group was established in 2000 by Tim Cummins and Luther Helms, both with prior experience in asset management and banking. The firm provides wealth-management and advisory services to families and nonprofits in the western United States. The firm allocates across hedge funds and other asset classes. It maintains a North American geographic focus. Confirmed relationships include prior board service by Luther Helms at ABM Industries Incorporated and Manulife Financial Corporation. Sonata employs a small team that includes Ann G. Rohlman as portfolio manager. It occupies office space at 2001 6th Ave in Seattle. The firm also manages the Fulcrum Foundation endowment. The multi-family-office structure allows Sonata to serve multiple clients under one advisory platform without operating external funds.

## Sectors

- Hedge Funds

## People

- Tim Cummins — Founder, Managing Partner, and Chief Investment Officer
- Luther Helms — Managing Director and Founder
- Ann G. Rohlman — Portfolio Manager

## Questions

### Who runs investment decisions at Sonata Capital Group?

Tim Cummins serves as Founder, Managing Partner, and Chief Investment Officer. Luther Helms is Managing Director and Founder. Ann G. Rohlman acts as Portfolio Manager.

### What asset classes does Sonata Capital Group use?

The firm allocates to hedge funds and other vehicles as part of global asset allocation for its clients.

### Where does Sonata Capital Group maintain its headquarters?

The firm is headquartered in Seattle, Washington, at 2001 6th Ave, Suite 3410.

## Related profiles

- [Wishland Capital](https://altss.com/profile/wishland-capital)
- [Taylor Frigon Capital Management](https://altss.com/profile/taylor-frigon-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sonata-capital-group

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