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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sonoma Allocations have?","answer":"Sonoma Allocations has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sonoma Allocations invest in?","answer":"At the end of its last fiscal year, Sonoma Allocations’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sonoma Allocations?","answer":"Sonoma Allocations’ direct owners are Todd Gomes (50% to 75%) and Ben Sedillo (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sonoma Allocations get paid?","answer":"Sonoma Allocations is paid through a percentage of assets under management and fixed fees. 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