Raul Sonza
Cabildo Capital · Washington, District of Columbia
Raul Sonza is a fee-only financial advisor at Cabildo Capital in Washington, District of Columbia. Raul focuses on tax planning, retirement planning and family wealth transfer. Cabildo Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Executives
- Founders
Facts
| Firm | Cabildo Capital |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $66M across 80 accounts |
| SEC registration | Investment adviser representative in CA, DC, FL, LA, MD, TX, VA · CRD 4273419 |
| Exams passed | Series 63 (2001) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.cabildo.net |
How Raul's firm compares
- Cabildo Capital's average account is about $825,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Raul
Is Raul Sonza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raul holds no broker registration, and Cabildo Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raul charge for financial advice?
Raul's firm, Cabildo Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Raul Sonza based?
Raul Sonza is based in Washington, District of Columbia.
What does Raul specialize in?
Raul's specialties include tax planning, retirement planning, family wealth transfer, small business owners and equity compensation. Raul works with multi-generational families, executives and founders.
Is Raul Sonza registered with the SEC?
Yes. Raul Sonza is registered as an investment adviser representative in CA, DC, FL, LA, MD, TX and VA (CRD 4273419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Cabildo Capital manage?
Cabildo Capital reports $66M across 80 accounts in assets under management.
How do I contact Raul Sonza?
Through Raul's website, www.cabildo.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cabildo Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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