# Drucker, David J. DBA Sunset Financial Management

> Drucker, David J. DBA Sunset Financial Management is a state-registered investment advisory firm, registered since 1998, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 31, 2026.

- CRD: 107815
- Filed as: DRUCKER, DAVID J. DBA SUNSET FINANCIAL MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Mexico
- Filing period: October 2026
- Form ADV filing dated: January 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107815
- AdvisorCensus page: https://advisorcensus.com/firm/drucker-david-j-dba-sunset-financial-management-107815

## Quick answers

**How is Drucker, David J. DBA Sunset Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Drucker, David J. DBA Sunset Financial Management reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Drucker, David J. DBA Sunset Financial Management registered with the SEC or a state?**
Drucker, David J. DBA Sunset Financial Management is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 107815.

**How much does Drucker, David J. DBA Sunset Financial Management manage?**
Drucker, David J. DBA Sunset Financial Management reports $9,950,000 in regulatory assets under management in its Form ADV filing dated January 31, 2026 (100% discretionary).

**What types of clients does Drucker, David J. DBA Sunset Financial Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does Drucker, David J. DBA Sunset Financial Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/107815

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,950,000
- Discretionary: $9,950,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2 | $9,950,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- daviddrucker.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Drucker, David J. DBA Sunset Financial Management (CRD 107815): Form ADV filing data as of October 2026.
