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| Sunburst Financial Group LLC
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|---|---|
| CRD # | 283605 |
| SEC # | 801-107720 |
| CIK # | 0001800158 |
| AUM | 808.1 M (2026-05-04) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 205-823-4949 |
| Address | 600 Vestavia Parkway Vestavia Hills, AL 35216 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800158 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.5 | ||
| Apple Inc | 7.2 | ||
| Microsoft Corp | 3.3 | ||
| Alphabet Inc | 2.8 | ||
| Procter & Gamble Co | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 609 | 120.7 |
| (b) Individuals (high net worth individuals) | 256 | 595.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 69.2 |
| (h) Charitable organizations | 0 | 13.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,346 | 808.1 |
| By Discretionary | ||
| Discretionary | 2,336 | 740.6 |
| Non-Discretionary | 10 | 67.5 |
| Total | 2,346 | 808.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 808.1 | |
| Total | 2,346 | 808.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800158] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
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