# Sunburst Financial Group, LLC

> Sunburst Financial Group, LLC is an SEC-registered investment advisory firm in Vestavia Hills, AL, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 283605
- Filed as: SUNBURST FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vestavia Hills, AL
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283605
- AdvisorCensus page: https://advisorcensus.com/firm/sunburst-financial-group-llc-vestavia-hills-al-283605

## Quick answers

**How is Sunburst Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sunburst Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Sunburst Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated January 28, 2026 states: Flat fee: $250 to $10,000 (initial financial planning services); Hourly rate: $100 to $300 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sunburst Financial Group, LLC located?**
Sunburst Financial Group, LLC's principal office is in Vestavia Hills, AL, according to its Form ADV.

**Is Sunburst Financial Group, LLC registered with the SEC or a state?**
Sunburst Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283605.

**How much does Sunburst Financial Group, LLC manage?**
Sunburst Financial Group, LLC reports $808,066,543 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (92% discretionary).

**How have Sunburst Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sunburst Financial Group, LLC: Regulatory assets under management: $392,947,042 in the October 2021 data and $808,066,543 in the October 2026 data, up 106%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sunburst Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (609); high net worth individuals (256); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Sunburst Financial Group, LLC use?**
Sunburst Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sunburst Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283605

**What changed in Sunburst Financial Group, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 28, 2026)

- Flat fee: $250 to $10,000 (initial financial planning services)

> Sunburst Financial Group generally charges fixed fees for providing the initial financial planning services. These fees are negotiable, but generally range from $250 to $10,000 on a fixed fee basis

- Hourly rate: $100 to $300 an hour (financial planning and/or consulting services)

> $100 to $300 on an hourly basis, depe nding upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $808,066,543
- Discretionary: $740,557,262
- Non-discretionary: $67,509,281

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 609 | $120,727,413 |
| High net worth individuals | 256 | $594,966,357 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $69,219,156 |
| Charitable organizations | Fewer than 5 | $13,598,019 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,555,598 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, MS, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $392,947,042 | 7 | March 19, 2021 |
| October 2022 | $493,668,613 | 10 | June 30, 2022 |
| October 2023 | $499,964,012 | 10 | April 11, 2023 |
| October 2024 | $578,432,533 | 9 | July 22, 2024 |
| October 2025 | $698,968,462 | 9 | March 21, 2025 |
| October 2026 | $808,066,543 | 9 | May 4, 2026 |

Regulatory assets under management: $392,947,042 in the October 2021 data and $808,066,543 in the October 2026 data, up 106%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in PA.

### February 2026
- Regulatory assets under management went from $698,968,462 to $808,066,543 (+16%).
- Registered or notice-filed in VA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunburst Financial Group, LLC (CRD 283605): Form ADV filing data as of October 2026.