# SORSBY FINANCIAL CORP

SORSBY FINANCIAL CORP of BONITA SPRINGS, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 39437
- Type: SEC-registered investment adviser
- SEC file number: 801-65995
- Location: 4851 BONITA BAY BLVD, BONITA SPRINGS, FL, 34134
- Phone: 312-751-0469
- Latest filing: 2026-03-25
- Regulatory AUM: $21.0M
- Non-discretionary AUM: $21.0M
- Clients: 1
- Accounts: 33

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Commissions
- Clients served: Individuals, High net worth, Investment cos, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SORSBY CHARLES CAWTHON | PRESIDENT | — |
| BURNEY LINDA LEIGH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/39437/brochure
- Similar advisers: https://search.stillhousedata.com/firm/39437/similar
- Related entities: https://search.stillhousedata.com/firm/39437/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/39437

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.