RIA Intel›Advisers›Alabama›SUNBURST FINANCIAL GROUP, LLC

SUNBURST FINANCIAL GROUP, LLC

Advisory

N·VESTAVIA HILLS, AL

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM

$808M

1-Year AUM Growth

+20.8%

3-Year CAGR

+11.8%

Employees

6

Assets Under Management

Total AUM$808M

Discretionary AUM$741M

Non-Discretionary AUM$68M

Discretionary %91.6%

Total Clients877

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)-14.3%

Filing History

Total Filings on Record38

First FilingApr 14, 2016

Latest FilingJan 28, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUNBURST FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.