# Sorsby Financial Corp

Sorsby Financial Corp is a RIA based in Bonita Springs, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bonita Springs, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** https://sorsbyfinancial.com

## Regulatory record

- **CRD number:** 39437
- **SEC file number:** 801-65995
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/39437

## About

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.

## People

- Charles C. Sorsby — founder and president

## 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.

## Related profiles

- [WATERS, PARKERSON & CO.](https://altss.com/profile/waters-parkerson-and-co-llc)
- [AON Securities](https://altss.com/profile/aon-securities-llc)

---

Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/sorsby-financial-corp

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology