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Sorsby Financial Corp
Sorsby Financial is a full service brokerage firm and wealth management company and State Registered Investment Advisor that provides investment services and...
Overview
Sorsby Financial is a full service brokerage firm and wealth management company and State Registered Investment Advisor that provides investment services and advice to individual, retirement, trust, and corporate clients. It offers asset management, investment advice, and managed accounts, and manages a hedge fund for qualified investors. Accounts are handled on either a consultative or discretionary basis.
General information
Firm type
RIA
Year founded
1995
Location
Region
North America
Country
United States
City
Bonita Springs
Corporate office
Houston, TX, United States
Principals
Charles C. Sorsby
founder and president
Frequently asked questions
What investment stages and structures does Sorsby Financial Corp typically target?
The office targets direct equity investments in private operating companies and hard-asset holdings, emphasizing control-oriented stakes and cash-flowing assets over minority venture positions. Known structural preferences include direct equity, structured debt, and real estate ownership rather than fund commitments.
Which sectors and geographies does Sorsby Financial Corp focus on?
Sorsby Financial Corp concentrates on commercial real estate, energy infrastructure, and private credit, with a geographic focus on Texas and the US Sun Belt. This regional specialization allows the office to leverage local market expertise accumulated over multiple decades.
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