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Sonja Larimore

Chief Compliance Officer at United Capital Financial Advisors

Officer recordForm ADV filed 15 June 2026

Sonja Larimore is Chief Compliance Officer of United Capital Financial Advisors, LLC, an Irving investment adviser.

Career

Sonja Larimore has been Chief Compliance Officer of United Capital Financial Advisors since November 2023. Sonja Larimore is a control person of the firm and directly owns under 5% of it. Sonja Larimore holds a B.A. in History from San Diego State University and a J.D. from Thomas Jefferson School of Law (2020).

United Capital Financial Advisors, LLC is an Irving, TX firm with $24.6B under management, 25,510 clients and 162 advisers across 47 offices, as of its June 2026 filing.

Sonja Larimore is United Capital’s Chief Compliance Officer. She has worked in the RIA industry for more than 20 years, including over 15 years in compliance.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Sonja Larimore is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Sonja Larimore
CRD
7831378
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Sonja Larimore work?

Sonja Larimore has been Chief Compliance Officer of United Capital Financial Advisors, LLC since November 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 June 2026

Leadership at United Capital Financial Advisors

Sources

  1. IAPD individual lookup, CRD 7831378. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of United Capital Financial Advisors, LLC, filed 15 June 2026. Title, control and ownership bands.
  3. United Capital team biographies. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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