# Sunstone Financial

> Sunstone Financial is a state-registered investment advisory firm in Chandler, AZ, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 312894
- Filed as: SUNSTONE FINANCIAL
- Legal name: Sunstone Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312894
- AdvisorCensus page: https://advisorcensus.com/firm/sunstone-financial-chandler-az-312894

## Quick answers

**How is Sunstone Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Sunstone Financial reports these compensation arrangements: a percentage of assets under its management.

**Where is Sunstone Financial located?**
Sunstone Financial's principal office is in Chandler, AZ, according to its Form ADV.

**Is Sunstone Financial registered with the SEC or a state?**
Sunstone Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312894.

**How much does Sunstone Financial manage?**
Sunstone Financial reports $88,690,560 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Sunstone Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (16).

**Does Sunstone Financial 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/312894

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $88,690,560
- Discretionary: $88,690,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $58,625,320 |
| High net worth individuals | 16 | $30,065,240 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunstone Financial (CRD 312894): Form ADV filing data as of October 2026.