Wealth Manager
    SEC Registered
    Manages Private Funds

    Sunburst Financial Group, LLC

    Registered investment advisor · Vestavia Hills, Alabama · CRD #283605

    Assets Under Management
    $808M
    Client Accounts
    2,346
    Employees
    9
    CRD Number
    283605
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sunburst Financial Group, LLC

    Sunburst Financial Group, LLC is an independent investment advisory firm established in April 2016, offering portfolio management and advisory services to various clients worldwide. The firm is based in Vestavia Hills, Alabama, with a focus on financial planning-based investment management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sunburst Financial Group, LLC

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    Frequently Asked Questions

    What is Sunburst Financial Group, LLC's AUM?

    Sunburst Financial Group, LLC reports approximately $808M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sunburst Financial Group, LLC headquartered?

    Sunburst Financial Group, LLC is headquartered in Vestavia Hills, Alabama.

    What is Sunburst Financial Group, LLC's CRD number?

    Sunburst Financial Group, LLC's CRD number is 283605. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sunburst Financial Group, LLC manage?

    Sunburst Financial Group, LLC manages approximately 2,346 client accounts according to its latest SEC filing.

    Is Sunburst Financial Group, LLC SEC registered?

    Yes, Sunburst Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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