{
  "crd_number": 159114,
  "slug": "sunesis-advisors-llc-overland-park-ks-159114",
  "primary_business_name": "SUNESIS ADVISORS, LLC",
  "legal_name": "SUNESIS ADVISORS, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-10-19",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 1484583109.0,
  "raum_discretionary": 1351678207.0,
  "raum_non_discretionary": 132904902.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 37478908.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1447104201.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "NH"
  ],
  "websites": [
    "https://sunesisadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159114",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/sunesis-advisors-llc-overland-park-ks-159114",
  "display_name": "Sunesis Advisors, LLC",
  "summary": "Sunesis Advisors, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Sunesis Advisors, LLC (CRD 159114): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sunesis Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sunesis Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Sunesis Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sunesis Advisors, LLC located?",
      "a": "Sunesis Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Sunesis Advisors, LLC registered with the SEC or a state?",
      "a": "Sunesis Advisors, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159114."
    },
    {
      "q": "How much does Sunesis Advisors, LLC manage?",
      "a": "Sunesis Advisors, LLC reports $1,484,583,109 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (91% discretionary)."
    },
    {
      "q": "How have Sunesis Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sunesis Advisors, LLC: Regulatory assets under management: $622,394,091 in the October 2021 data and $1,484,583,109 in the October 2026 data, up 139%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sunesis Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15)."
    },
    {
      "q": "Which custodians does Sunesis Advisors, LLC use?",
      "a": "Sunesis Advisors, 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."
    },
    {
      "q": "Does Sunesis Advisors, LLC report any disciplinary disclosures?",
      "a": "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/159114"
    },
    {
      "q": "What changed in Sunesis Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,234,665,064 to $1,484,583,109 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 622394091.0,
      "total_employees": 6,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 934331737.0,
      "total_employees": 6,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1096555847.0,
      "total_employees": 6,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1211340126.0,
      "total_employees": 7,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1234665064.0,
      "total_employees": 7,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1484583109.0,
      "total_employees": 8,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,234,665,064 to $1,484,583,109 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Asset based fees will range from .10% to 1.0% of assets under management annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Asset based fees will range from .10% to 1.0% of assets under management annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/sunesis-advisors-llc-overland-park-ks-159114.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 1447104201.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 37478908.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159114",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}