Extraordinary Practices Built On An Exceptional Foundation
Stewarding Excellence in Unique Service Experiences, Innovative Portfolio Solutions, Intelligently Integrated Technology Automation, and Holistic Wealth Planning Wisdom.
Stewarding Excellence in Unique Service Experiences, Innovative Portfolio Solutions, Intelligently Integrated Technology Automation, and Holistic Wealth Planning Wisdom.
An outsourced Chief Investment Officer (CIO) service partner for financial advisors, enabling strategic delegation of portfolio management to a team of experienced CFAs
A faith-based outsourcing and consulting company for financial advisors, specializing in bespoke risk management, investment, retirement income, and wealth transfer solutions.
A comprehensive family office service provider, focusing on estate planning, wealth management, philanthropy, and family governance families in a faith-based context.
A faith-based estate planning and business solutions provider, offering personalized and bespoke services for wills, multi-generational estate plans, and more.
A faith-based consultancy firm specializing in stewardship strategies, financial planning, and investment solutions for non-profit organizations and ministries, helping them maximize their impact on communities.
“Iron sharpens iron, and one man sharpens another.” Prov 27:17
Building a scalable and efficient advisory practice can be a lonely and demanding endeavor; doing it with integrity and excellence doesn’t make the road easier. At 724 Capital, we believe that building one another up and creating a community where edification is the norm is more than a good business idea, it’s our shared mission. We were built for community in our personal, professional, and spiritual lives, but finding fellow race-runners who are committed to providing advice built on The solid rock can be difficult in wealth management.
That’s why we created 724 Capital.
Moses was victorious with the help of Aaron and Hur; David found strength in Jonathan’s encouragement; and sometimes we all need friends on the corners of our mat.
founding partner
Rob has a proven history of leveraging innovative technical architectures to solve intricate financial services challenges. Specializing in areas such as registered investment advisory, broker-dealer business, banking, and the application of technology to financial services, Rob has become a trusted name in the industry. His expertise also extends to Cyber Security best practices, RIA M&A, RIA Networks, RIA Aggregators, FINRA/SEC/DOL regulation, electronic signature law, and Fiduciary Standards. Rob’s unique blend of technical acumen and industry know-how has propelled him to the forefront of financial innovation, enabling him to deliver cutting-edge solutions to clients and partners alike.
founding partner
Clint Sorenson, CFA®, CMT®, has spent the past decade dedicated to advancing and enhancing the traditional investment landscape. With a distinct focus on innovative strategies, Clint has developed numerous proprietary quantitative methodologies that seamlessly blend behavioral, fundamental, and technical analysis for a comprehensive market perspective.
Clint’s industry expertise extends to his contributions to various platforms, such as Forbes, Seeking Alpha, and The Resilient Advisor Podcast. His recognition as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List attests to his influence and impact within the financial sector. Moreover, Clint has authored several index methodologies that are tracked by exchange-traded funds and can be accessed through direct indexing.
Clint’s forward-thinking approach and dedication to financial innovation have made him an esteemed figure in the industry, consistently delivering groundbreaking solutions for clients and partners.
founding partner
Mike has extensive experience in many areas including investment and asset management, charitable gifting, estate planning, retirement planning, and employer sponsored retirement plans. His breadth of knowledge empowers both business and individual clients to look to him for comprehensive advice. As an independent financial advisor, Mike offers his clients objective, transparent solutions and works hard to help them achieve their financial goals.
724 Capital, LLC | 2024
The privacy of our clients’ data is of paramount importance to us. Our privacy policy describes how client information is safeguarded: Privacy Policy.
To ensure you have all the information you need to make informed decisions, we disclose two key documents on our website: the Client Relationship Summary (CRS), offering a snapshot of our services and conduct, and Form ADV Part 2A, which dives deeper into our practices, fees, and potential conflicts of interest. CRS ADV Part 2A
Check the background of investment professionals on FINRA’s BrokerCheck.
Investment Adviser Representatives offering advisory services through 724 Capital, a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. 724 Capital LLC and IFG are unaffiliated entities.
Licensed to sell securities in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, MD, ME, MA, MI, MN, MO, NE, NH, NY, NC, ND, NV, NM, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, and WV. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
© 724 Capital 2026