SUNESIS ADVISORS, LLC
CRD #159114 SEC #801-72788 OVERLAND PARK, KS 913-815-4460
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
7
Clients
11
Accounts
489
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.2B | $1.1B | $107.5M | 7 | 0 |
| Mar 2025 | $1.2B | $1.1B | $107.5M | 7 | 0 |
| Nov 2024 | $1.2B | $1.1B | $110M | 7 | 1 |
| Jun 2024 | $1.2B | $1.1B | $110M | 7 | 1 |
| Mar 2024 | $1.2B | $1.1B | $110M | 7 | 1 |
| Mar 2023 | $1.1B | $943.8M | $152.7M | 6 | 2 |
| Oct 2022 | $934.3M | $828.7M | $105.6M | 6 | 2 |
| May 2022 | $934.3M | $828.7M | $105.6M | 6 | 2 |
| Mar 2022 | $934.3M | $828.7M | $105.6M | 6 | 2 |
| Dec 2021 | $622.4M | $516.6M | $105.8M | 6 | 0 |
| Mar 2021 | $622.4M | $516.6M | $105.8M | 6 | 0 |
| Jun 2020 | $622.1M | $490.1M | $132M | 6 | 0 |
| Apr 2020 | $622.1M | $490.1M | $132M | 6 | 0 |
| Mar 2019 | $873.9M | $471M | $402.9M | 6 | 0 |
| Mar 2018 | $821.8M | $443.9M | $377.9M | 6 | 0 |
| Jun 2017 | $754.3M | $418.5M | $335.8M | 6 | 11 |
| Mar 2017 | $754.3M | $418.5M | $335.8M | 6 | 11 |
| Mar 2016 | $693M | $320M | $373M | 6 | 11 |
| Jun 2015 | $695.4M | $317.6M | $377.8M | 5 | 11 |
| Jun 2015 | $695.4M | $317.6M | $377.8M | 5 | 11 |
| Apr 2015 | $714.2M | $322.3M | $391.9M | 5 | 11 |
| Aug 2014 | $599.3M | $163.5M | $435.9M | 5 | 11 |
| Jun 2014 | $599.3M | $163.5M | $435.9M | 5 | 11 |
| Mar 2014 | $599.3M | $163.5M | $435.9M | 5 | 11 |
| Mar 2013 | $189.3M | $143.7M | $45.6M | 4 | 1 |
| Jan 2013 | $141.2M | $92.7M | $48.5M | 2 | 0 |
| Mar 2012 | $141.2M | $92.7M | $48.5M | 1 | 0 |
| Feb 2012 | $100.8M | $57.7M | $43.1M | 1 | 0 |
DateSep 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$107.5M
Employees7
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$107.5M
Employees7
Clients0
DateNov 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110M
Employees7
Clients1
DateJun 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110M
Employees7
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$110M
Employees7
Clients1
DateMar 2023
Total AUM$1.1B
Discretionary$943.8M
Non-Disc.$152.7M
Employees6
Clients2
DateOct 2022
Total AUM$934.3M
Discretionary$828.7M
Non-Disc.$105.6M
Employees6
Clients2
DateMay 2022
Total AUM$934.3M
Discretionary$828.7M
Non-Disc.$105.6M
Employees6
Clients2
DateMar 2022
Total AUM$934.3M
Discretionary$828.7M
Non-Disc.$105.6M
Employees6
Clients2
DateDec 2021
Total AUM$622.4M
Discretionary$516.6M
Non-Disc.$105.8M
Employees6
Clients0
DateMar 2021
Total AUM$622.4M
Discretionary$516.6M
Non-Disc.$105.8M
Employees6
Clients0
DateJun 2020
Total AUM$622.1M
Discretionary$490.1M
Non-Disc.$132M
Employees6
Clients0
DateApr 2020
Total AUM$622.1M
Discretionary$490.1M
Non-Disc.$132M
Employees6
Clients0
DateMar 2019
Total AUM$873.9M
Discretionary$471M
Non-Disc.$402.9M
Employees6
Clients0
DateMar 2018
Total AUM$821.8M
Discretionary$443.9M
Non-Disc.$377.9M
Employees6
Clients0
DateJun 2017
Total AUM$754.3M
Discretionary$418.5M
Non-Disc.$335.8M
Employees6
Clients11
DateMar 2017
Total AUM$754.3M
Discretionary$418.5M
Non-Disc.$335.8M
Employees6
Clients11
DateMar 2016
Total AUM$693M
Discretionary$320M
Non-Disc.$373M
Employees6
Clients11
DateJun 2015
Total AUM$695.4M
Discretionary$317.6M
Non-Disc.$377.8M
Employees5
Clients11
DateJun 2015
Total AUM$695.4M
Discretionary$317.6M
Non-Disc.$377.8M
Employees5
Clients11
DateApr 2015
Total AUM$714.2M
Discretionary$322.3M
Non-Disc.$391.9M
Employees5
Clients11
DateAug 2014
Total AUM$599.3M
Discretionary$163.5M
Non-Disc.$435.9M
Employees5
Clients11
DateJun 2014
Total AUM$599.3M
Discretionary$163.5M
Non-Disc.$435.9M
Employees5
Clients11
DateMar 2014
Total AUM$599.3M
Discretionary$163.5M
Non-Disc.$435.9M
Employees5
Clients11
DateMar 2013
Total AUM$189.3M
Discretionary$143.7M
Non-Disc.$45.6M
Employees4
Clients1
DateJan 2013
Total AUM$141.2M
Discretionary$92.7M
Non-Disc.$48.5M
Employees2
Clients0
DateMar 2012
Total AUM$141.2M
Discretionary$92.7M
Non-Disc.$48.5M
Employees1
Clients0
DateFeb 2012
Total AUM$100.8M
Discretionary$57.7M
Non-Disc.$43.1M
Employees1
Clients0