Independent Governance. Personal Stewardship.

Founded by Michael Sonza, Cabildo Capital is an independent Registered Investment Advisor rooted in the belief that clients deserve transparent, disciplined guidance free from conflicts of interest. The firm’s name, Cabildo, reflects its New Orleans heritage and a philosophy centered on governance, accountability, and community stewardship. With more than two decades of experience in private wealth and institutional investing, Michael established the firm to serve a select group of families, business owners, and executives who value discretion, intellectual rigor, and highly personalized attention. As fiduciaries, we are legally and ethically obligated to place our clients’ interests above our own, managing capital with the same care, prudence, and responsibility we would apply to our own family’s wealth.
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Discipline Anchored in Fiduciary Duty

Our focus is disciplined, long-term investment management guided by fiduciary responsibility at every level. We concentrate on protecting capital first, deploying it thoughtfully, and navigating market cycles with patience and precision. Our role extends beyond portfolio construction; we help clients make measured, informed decisions aligned with their financial goals, personal values, and long-term time horizon. By emphasizing risk management, strategic allocation, and clarity in execution, we seek to build durable portfolios designed not only to grow wealth, but to preserve it through changing economic conditions.

Institutional Insight. Independent Judgment.

Cabildo Capital was built on the conviction that investors deserve conflict-free advice supported by deep knowledge and institutional-caliber expertise. Our edge lies in the combination of experience, rigorous research, and independent analysis. While traditional brokerage firms rely primarily on proprietary in-house research, we broaden the lens—studying and synthesizing insights from leading Wall Street firms and global financial institutions. We absorb diverse institutional perspectives, evaluate them critically, and integrate them with our own disciplined framework to construct comprehensive and sophisticated investment strategies. The result is a thoughtful, well-informed approach designed to pursue long-term success while maintaining independence, objectivity, and alignment with each client’s best interests.

Integrity

Fiduciary duty guides every recommendation and aligns success with client outcomes.

Discipline

Research driven, long term investment frameworks replace speculation and short lived trends.

Stewardship

Personalized oversight, clear communication, and discretion underpin every client relationship.

Michael Sonza

Managing Partner & Portfolio Manager

Michael Sonza is the Founder and Managing Partner of Cabildo Capital, an independent Registered Investment Advisor based in Washington, D.C. He serves as Chief Portfolio Manager and oversees all investment strategy and day-to-day portfolio management for the firm.

With over two decades of experience advising high-net-worth individuals and families throughout the United States and South America, Michael specializes in disciplined portfolio construction with particular expertise in emerging growth sectors and technology-driven industries.

He advises clients across a broad range of industries, including real estate, healthcare, and high technology, and has extensive experience managing complex investment structures such as foreign corporations, foreign trusts, limited partnerships, and limited liability companies.

Michael’s investment expertise spans multiple transformative sectors, including:

• Artificial Intelligence

• Cloud Computing

• Mobile Technologies

• Autonomous Vehicles

• Virtual Reality

• Emerging Markets

• Consumer Innovation

His approach integrates institutional-level macroeconomic analysis with rigorous fundamental equity research, emphasizing risk management, capital preservation, and long-term value creation. Michael earned his M.B.A. from the Kenan-Flagler Business School at the University of North Carolina and holds a B.A. in Political Science from Tulane University. Originally from New Orleans, the heritage reflected in the firm’s name, Cabildo, Michael now resides in Washington, D.C. with his family.

Integrity

Prudence

Discipline

Our Investment Style

Our investment style centers on absolute returns through disciplined active portfolio management. We combine top-down macroeconomic analysis with rigorous bottom-up equity valuation to identify opportunities aligned with broader economic trends. Risk management is foundational, with a focus on maintaining portfolio volatility below overall market levels and investing with a clear margin of safety. We seek to buy weakness, sell strength, and protect gains while maintaining flexibility to hold cash when attractive opportunities arise. Portfolios are intentionally concentrated, typically holding 18–20 positions, with initial allocations of 3–4% and maximum position sizes of 10–12%, reflecting conviction balanced with prudent diversification.

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