SUNRISE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- FISHERS, Indiana
- CRD number
- 338975
- Registered since
- September 30, 2025
Firm profile
FINTRXOverview
Sunrise Capital Management, LLC is organized as a limited liability company and is SEC-registered as of 2025. The firm identifies a single individual owner and classifies itself outside the common retail RIA labels. Its stated business activity centers on sales of “other” financial products, and it lists an affiliation as an investment adviser outside the standard categories. Sunrise does not position itself as a capital allocator, it does not market itself as an active ESG investor, and it is not registered as a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1JUSTIN WHELAN
Wealth AdvisorCRD 2053714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FISHERS, IN
HAMILTON
Location
FISHERS, IN
Headquartered in FISHERS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 11634 Maple St
- Time zone
- ET (UTC-5)
- Office locations
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