# Sunesis Advisors, LLC

> 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.

- CRD: 159114
- Filed as: SUNESIS ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159114
- AdvisorCensus page: https://advisorcensus.com/firm/sunesis-advisors-llc-overland-park-ks-159114

## Quick answers

**How is Sunesis Advisors, LLC compensated?**
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).

**How much does Sunesis Advisors, LLC charge?**
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.

**Where is Sunesis Advisors, LLC located?**
Sunesis Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Sunesis Advisors, LLC registered with the SEC or a state?**
Sunesis Advisors, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159114.

**How much does Sunesis Advisors, LLC manage?**
Sunesis Advisors, LLC reports $1,484,583,109 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (91% discretionary).

**How have Sunesis Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Sunesis Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15).

**Which custodians does Sunesis Advisors, LLC use?**
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.

**Does Sunesis Advisors, 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/159114

**What changed in Sunesis Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,234,665,064 to $1,484,583,109 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 0.1% to 1% a year (a range, as the brochure states it)

> Asset based fees will range from .10% to 1.0% of assets under management annually.

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: $1,484,583,109
- Discretionary: $1,351,678,207
- Non-discretionary: $132,904,902

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $1,447,104,201 |
| Charitable organizations | Fewer than 5 | $37,478,908 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2011 (14 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sunesisadvisors.com](https://sunesisadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $622,394,091 | 6 | March 22, 2021 |
| October 2022 | $934,331,737 | 6 | May 26, 2022 |
| October 2023 | $1,096,555,847 | 6 | March 27, 2023 |
| October 2024 | $1,211,340,126 | 7 | June 4, 2024 |
| October 2025 | $1,234,665,064 | 7 | March 13, 2025 |
| October 2026 | $1,484,583,109 | 8 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,234,665,064 to $1,484,583,109 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunesis Advisors, LLC (CRD 159114): Form ADV filing data as of October 2026.