Sunburst Financial Group, LLC
Firm details
- Headquarters
- Vestavia, Alabama
- CRD number
- 283605
- Registered since
- April 22, 2016
- Website
- www.sunburstfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.63%
- Individuals14.94%
- Pension & Profit Sharing Plans8.57%
- Charitable Organizations1.68%
- Corporations / Businesses1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Sunburst Financial Group, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2016. The firm combines advisory services with insurance brokerage activity and serves both individual/family and institutional clients. Advisory capabilities noted in filings include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Fee arrangements are flexible: the firm uses asset-based fees as well as hourly and fixed-fee structures. Filings indicate Sunburst is not an active ESG investor and does not position itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
Contacts
3 of 7
James Martin
Founder and Managing PartnerCRD 1620186
Robert Rhea
PartnerCRD 3048210
Davis Ennis
Operations AnalystCRD 7986855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$576M in ETFs
69%
$397M
30%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $65.6M | 2,266,615 | 11.40% |
Location
Vestavia, AL
Jefferson
Location
Vestavia, AL
Headquartered in Vestavia, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 600 Vestavia Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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