SUNBURST FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2016

Total AUM

$808M

Discretionary

$741M

92% of AUM

Avg account

$344K

Accounts

2,346

Employees

Advisory reps

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

FINTRX

Overview

Sunburst Financial Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm is owned by an individual and serves both individual/family clients and institutional accounts. Its advisory work spans comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Sunburst also operates as an insurance broker alongside its advisory services. Fee arrangements include asset‑based charges, hourly billing and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi‑state adviser in the source data.