PPrivate Fund Data Log in Join · $37/mo

Sunburst Financial Group, LLC

● SEC registered since 2016CRD 283605SEC# 801-107720Vestavia Hills, AL
Export (members)
Reg. AUM
$699M
Employees
9
Accounts
2,103
Location
Vestavia Hills, AL

Sunburst Financial Group, LLC assets under management

Sunburst Financial Group, LLC is an investment advisory firm registered with the SEC based in Vestavia Hills, AL. The firm has been registered since 2016. It reports $699 million in regulatory assets under management and employs 9 people.
www.sunburstfinancial.comView on SEC.gov ↗

Sunburst Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
James Randolph Martin ControlChief Compliance Officer And Managing Member25-50%2016
Jonathan Michael Winzeler ControlMember & Chief Investment Officer25-50%2016
Robert Barry Rhea ControlMember & Chief Financial Officer25-50%2016

Frequently asked questions

How much does Sunburst Financial Group, LLC manage?

Sunburst Financial Group, LLC reports $699 million in regulatory assets under management on its Form ADV.

How many employees does Sunburst Financial Group, LLC have?

Sunburst Financial Group, LLC reports 9 employees.

Where is Sunburst Financial Group, LLC located?

Sunburst Financial Group, LLC is based in Vestavia Hills, AL and has been SEC-registered since 2016.

Does Sunburst Financial Group, LLC disclose fund performance?

Sunburst Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
Phone205-823-4949
Fax205-823-4554
Office hours8:30a.m. - 5p.m. Mon-Thurs
SEC regionAtlanta Regional Office (ARO)
CIK1800158
Discloses disciplinary historyNo

Assets under management

Discretionary$642.9M
Non-discretionary$56.1M
Total (RAUM)$699M