RIA Intel›Advisers›New Mexico›DRUCKER, DAVID J. DBA SUNSET FINANCIAL MANAGEMENT

DRUCKER, DAVID J. DBA SUNSET FINANCIAL MANAGEMENT

Advisory

Data as of Jan 31, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year

-5.1%

compound annual growth

Average account

$995K

across 10 accounts

AUM per adviser

$10M

1 advisers

Filing history

4

filings since 2001

Source: SEC Form ADV. Figures as filed Jan 31, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

-5.1%

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingFeb 15, 2001

Latest FilingJan 31, 2026

Full AUM trend chart and 4 historical filings spanning 25+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNM

Succession Risk

Elevated risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

49th percentile

Composite rank among NM advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NM

Closest by assets under management. All figures from Form ADV.

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ZIA CAPITAL INVESTMENTS LLC

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$11M

GRINSTEAD WEALTH MANAGEMENT, LLC

ALBUQUERQUE, NM

$7M

EDUCATED WALLET LLC

ALBUQUERQUE, NM

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THE TINY HOUSE ADVISER LLC

$7M

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