Sunesis Advisors, LLC
● SEC registered since 2011CRD 159114SEC# 801-72788Overland Park, KS
Reg. AUM
$1.48B
Employees
8
Accounts
527
Location
Overland Park, KS
Sunesis Advisors, LLC assets under management
Sunesis Advisors, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2011. It reports $1.5 billion in regulatory assets under management and employs 8 people.
Sunesis Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Richard Battison Control | Managing Member / Cco | Over 75% | 2011 |
| Stacy Lynn Brines | Member | 5-10% | 2015 |
Frequently asked questions
How much does Sunesis Advisors, LLC manage?
Sunesis Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Sunesis Advisors, LLC have?
Sunesis Advisors, LLC reports 8 employees.
Where is Sunesis Advisors, LLC located?
Sunesis Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2011.
Does Sunesis Advisors, LLC disclose fund performance?
Sunesis Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6750 W 93rd Street, Suite 250, Overland Park, KS 66212 |
| Phone | 913-815-4460 |
| Fax | 913-815-4466 |
| Office hours | 8:00 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1748269 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.48B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.48Bregulatory AUM
Discretionary $1.35BNon-discretionary $132.9M