VESTAVIA HILLS, ALCRD 283605Latest ADV April 21, 2026
Sunburst Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vestavia Hills, AL. Its latest Form ADV filing, dated April 21, 2026, reports $808M in regulatory assets under management, 9 employees, and 2,346 accounts.
Assets Under Management
$808M
Employees
9
Offices
--
Total Clients
877
Primary office
VESTAVIA HILLS, AL
600 VESTAVIA PARKWAY, SUITE 100, VESTAVIA HILLS, AL, United States
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
609
2
HNWI
29.2%
256
3
Pension Plans
1.4%
12
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$808Mas of April 21, 2026
Discretionary91.6%
$741M
92% of total RAUM91.6%
Non-discretionary8.4%
$68M
8% of total RAUM8.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$808M
Total Accounts2,346
10Y AUM Change+$630M (+353.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee97:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.