SUNBURST FINANCIAL GROUP, LLC
CRD #283605 SEC #801-107720 VESTAVIA HILLS, AL 205-823-4949
SEC Registered
Total AUM
$699M
Discretionary
$642.9M
Employees
9
Clients
10
Accounts
2,103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $699M | $642.9M | $56.1M | 9 | 7 |
| Jan 2025 | $578.4M | $531.9M | $46.5M | 9 | 9 |
| Jul 2024 | $578.4M | $531.9M | $46.5M | 9 | 9 |
| Mar 2024 | $578.4M | $531.9M | $46.5M | 9 | 9 |
| Mar 2024 | $578.4M | $531.9M | $46.5M | 9 | 9 |
| Nov 2023 | $500M | $462.9M | $37M | 10 | 8 |
| Apr 2023 | $500M | $462.9M | $37M | 10 | 8 |
| Mar 2023 | $500M | $462.9M | $37M | 10 | 8 |
| Jun 2022 | $493.7M | $458M | $35.7M | 10 | 16 |
| Feb 2022 | $493.7M | $458M | $35.7M | 10 | 16 |
| Feb 2022 | $493.7M | $458M | $35.7M | 10 | 16 |
| Mar 2021 | $392.9M | $364.5M | $28.4M | 7 | 11 |
| Mar 2021 | $392.9M | $364.5M | $28.4M | 7 | 11 |
| Mar 2021 | $392.9M | $364.5M | $28.4M | 7 | 11 |
| Aug 2020 | $303.1M | $303.1M | $0 | 6 | 9 |
| Jun 2020 | $303.1M | $303.1M | $0 | 6 | 9 |
| May 2020 | $303.1M | $303.1M | $0 | 6 | 9 |
| Mar 2020 | $303.1M | $303.1M | $0 | 6 | 9 |
| Nov 2019 | $237.8M | $237.8M | $0 | 8 | 51 |
| Nov 2019 | $237.8M | $237.8M | $0 | 8 | 51 |
| May 2019 | $237.8M | $237.8M | $0 | 8 | 51 |
| Apr 2019 | $237.8M | $237.8M | $0 | 8 | 51 |
| Mar 2019 | $237.8M | $237.8M | $0 | 8 | 51 |
| Sep 2018 | $222.5M | $222.5M | $0 | 9 | 0 |
| Jun 2018 | $222.5M | $222.5M | $0 | 9 | 0 |
| Mar 2018 | $222.5M | $222.5M | $0 | 9 | 0 |
| Nov 2017 | $203M | $203M | $0 | 5 | 24 |
| Oct 2017 | $203M | $203M | $0 | 5 | 24 |
| Aug 2017 | $178.4M | $178.4M | $0 | 5 | 324 |
| Apr 2017 | $178.4M | $178.4M | $0 | 5 | 324 |
| Mar 2017 | $178.4M | $178.4M | $0 | 5 | 324 |
| Dec 2016 | $153.8M | $153.8M | $0 | 6 | 0 |
| Sep 2016 | $153.8M | $153.8M | $0 | 6 | 0 |
| Sep 2016 | $153.8M | $153.8M | $0 | 6 | 0 |
| Aug 2016 | $153.8M | $153.8M | $0 | 6 | 0 |
| Aug 2016 | $0 | $0 | $0 | 6 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| May 2016 | $0 | $0 | $0 | 6 | 0 |
| Apr 2016 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$699M
Discretionary$642.9M
Non-Disc.$56.1M
Employees9
Clients7
DateJan 2025
Total AUM$578.4M
Discretionary$531.9M
Non-Disc.$46.5M
Employees9
Clients9
DateJul 2024
Total AUM$578.4M
Discretionary$531.9M
Non-Disc.$46.5M
Employees9
Clients9
DateMar 2024
Total AUM$578.4M
Discretionary$531.9M
Non-Disc.$46.5M
Employees9
Clients9
DateMar 2024
Total AUM$578.4M
Discretionary$531.9M
Non-Disc.$46.5M
Employees9
Clients9
DateNov 2023
Total AUM$500M
Discretionary$462.9M
Non-Disc.$37M
Employees10
Clients8
DateApr 2023
Total AUM$500M
Discretionary$462.9M
Non-Disc.$37M
Employees10
Clients8
DateMar 2023
Total AUM$500M
Discretionary$462.9M
Non-Disc.$37M
Employees10
Clients8
DateJun 2022
Total AUM$493.7M
Discretionary$458M
Non-Disc.$35.7M
Employees10
Clients16
DateFeb 2022
Total AUM$493.7M
Discretionary$458M
Non-Disc.$35.7M
Employees10
Clients16
DateFeb 2022
Total AUM$493.7M
Discretionary$458M
Non-Disc.$35.7M
Employees10
Clients16
DateMar 2021
Total AUM$392.9M
Discretionary$364.5M
Non-Disc.$28.4M
Employees7
Clients11
DateMar 2021
Total AUM$392.9M
Discretionary$364.5M
Non-Disc.$28.4M
Employees7
Clients11
DateMar 2021
Total AUM$392.9M
Discretionary$364.5M
Non-Disc.$28.4M
Employees7
Clients11
DateAug 2020
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees6
Clients9
DateJun 2020
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees6
Clients9
DateMay 2020
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees6
Clients9
DateMar 2020
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees6
Clients9
DateNov 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees8
Clients51
DateNov 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees8
Clients51
DateMay 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees8
Clients51
DateApr 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees8
Clients51
DateMar 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees8
Clients51
DateSep 2018
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees5
Clients24
DateOct 2017
Total AUM$203M
Discretionary$203M
Non-Disc.$0
Employees5
Clients24
DateAug 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients324
DateApr 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients324
DateMar 2017
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients324
DateDec 2016
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2016
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2016
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2016
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees6
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0