Sunburst Financial Group, LLC
● SEC registered since 2016CRD 283605SEC# 801-107720Vestavia Hills, AL
Reg. AUM
$808.1M
Employees
9
Accounts
2,346
Location
Vestavia Hills, AL
Sunburst Financial Group, LLC assets under management
Sunburst Financial Group, LLC is an investment advisory firm registered with the SEC based in Vestavia Hills, AL. The firm has been registered since 2016. It reports $808.1 million in regulatory assets under management and employs 9 people.
Sunburst Financial Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Randolph Martin Control | Managing Member | 25-50% | 2016 |
| Jonathan Michael Winzeler Control | Member & Managing Partner | 25-50% | 2016 |
| Matthew S Morris Control | Chief Investment Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Sunburst Financial Group, LLC manage?
Sunburst Financial Group, LLC reports $808.1 million in regulatory assets under management on its Form ADV.
How many employees does Sunburst Financial Group, LLC have?
Sunburst Financial Group, LLC reports 9 employees.
Where is Sunburst Financial Group, LLC located?
Sunburst Financial Group, LLC is based in Vestavia Hills, AL and has been SEC-registered since 2016.
Does Sunburst Financial Group, LLC disclose fund performance?
Sunburst Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216 |
| Phone | 205-823-4949 |
| Fax | 205-823-4554 |
| Office hours | 8:30a.m. - 5p.m. Mon-Thurs |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1800158 |
| Discloses disciplinary history | No |
Regulatory AUM
$808.1M▲ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$808.1Mregulatory AUM
Discretionary $740.6MNon-discretionary $67.5M