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R. Michael Sonza

Founder & Chief Investment Officer

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Heather J. Halifax

Director, Client Relations

Biographies

Michael Sonza is the founder of Cabildo Capital, an independent wealth management firm based in Washington, DC. Originally from New Orleans, Michael draws on his hometown's spirit of community and accountability — including the firm's name, which references the historic Cabildo, a symbol of strength and authority in New Orleans.

Michael founded Cabildo Capital on a simple conviction: that families, entrepreneurs, and executives deserve transparent, conflict-free guidance from a fiduciary advisor who is ethically bound to put their interests above all else.

Outside the office, Michael enjoys reading, football, and spending time with his family. He is a Board member of the Smith Endowment Fund at Blessed Sacrament School, as well as an active member in the community. He lives in Chevy Chase DC with his wife Heather, their four children and their Old English Sheepdog Claire.

Heather Halifax supports Cabildo Capital's client experience and firm operations, helping ensure every client interaction reflects the firm's commitment to personalized service and lasting relationships.

Heather's professional background includes operations, contracts, and procurement, with experience supporting both domestic and international organizations. She brings a thoughtful, detail-oriented approach to client service and the continued growth of the firm.

Outside of the office, Heather enjoys genealogy, travel, and spending time with her family. She is a member of Daughters of the American Revolution (DAR) and the Hillwood Museum.

At a Glance

Location

Washington, DC

Firm Type

Fee-Only RIA · Fiduciary

Community

Smith Endowment Fund, Blessed Sacrament School

Hillwood Museum, Washington, DC

Institutional Rigor. Boutique Attention

Cabildo Capital is a fee-only, fiduciary wealth management firm serving individuals, families, entrepreneurs, and executives in Washington, DC and beyond.

 

Cabildo Capital provides comprehensive wealth management, financial planning, and investment guidance - combining the analytical rigor of institutional investing with the personal attention of a boutique practice. Client assets are held at Charles Schwab for full transparency and independent reporting.

No Commissions

We ensure complete transparency, with no incentives, commissions, kickbacks, hidden charges, or transaction processing fees.

No Conflicts

Our fee-only structure ensures we work solely in your best interests, free from product commissions or third-party incentives.

No Exceptions

We follow a strict fiduciary standard at every moment, always putting your interests first in every recommendation and decision.

Why Are You Qualified?

Cabildo Capital is registered as an independent Registered Investment Advisor (RIA), operating under a fiduciary standard at all times.​

2000

Bachelor of Arts

Michael earns his Bachelor of Arts from Tulane University

8 Years

Morgan Stanley

Private Wealth Management for ultra-high net worth families in New York City and Washington, DC

2007

Master of Business Administration

Michael earns his Master of Business Administration from the UNC Kenan-Flagler Business School

2012

Cabildo Capital

Cabildo Capital was formed in January 2012 in Washington, DC

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Stewardship Built for the Long Term

We help individuals and families navigate complexity with clarity, discipline, and enduring partnership.

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