Sunburst Financial Group, LLC

RIASEC Registered

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, individual-owned registered investment adviser that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. It also operates as an insurance broker and uses a mix of fee schedules (percentage of assets under management, hourly and fixed fees) rather than a single billing model. The firm positions itself as a multi-service adviser that blends advisory work with insurance distribution and consulting for business and institutional clients. Its client mix and advisory services suggest a hybrid practice that supports wealth management and fiduciary engagements across private and institutional relationships.