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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | C | Control |
| MARTIN, JAMES, RANDOLPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | C | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | C | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | C | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| RHEA, ROBERT, BARRY | I | MEMBER & CHIEF FINANCIAL OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| WINZELER, JONATHAN, MICHAEL | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (8)
AL CA FL GA LA MS TN TX
Address
600 VESTAVIA PARKWAYSUITE 100
VESTAVIA HILLS, AL 35216
United States
Phone: 205-823-4949