Hedge Fund
    SEC Registered
    Manages Private Funds

    Sunesis Advisors, LLC

    Registered investment advisor · Overland Park, Kansas · CRD #159114

    Assets Under Management
    $1.5B
    Client Accounts
    527
    Employees
    8
    CRD Number
    159114
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Commerce Trust Company

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

    About Sunesis Advisors, LLC

    Sunesis Advisors, LLC is a Kansas-based investment advisory firm established in 2011, offering financial and tax planning, and investment management services. The firm manages over $1 billion in assets. For more details, visit their official website.

    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 Sunesis Advisors, LLC

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    Frequently Asked Questions

    What is Sunesis Advisors, LLC's AUM?

    Sunesis Advisors, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sunesis Advisors, LLC headquartered?

    Sunesis Advisors, LLC is headquartered in Overland Park, Kansas.

    What is Sunesis Advisors, LLC's CRD number?

    Sunesis Advisors, LLC's CRD number is 159114. 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 Sunesis Advisors, LLC manage?

    Sunesis Advisors, LLC manages approximately 527 client accounts according to its latest SEC filing.

    Is Sunesis Advisors, LLC SEC registered?

    Yes, Sunesis Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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