# TB Sunridge Advisors LLC

> TB Sunridge Advisors LLC is a state-registered investment advisory firm in Park City, UT, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.

- CRD: 295507
- Filed as: TB SUNRIDGE ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Park City, UT
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/295507
- AdvisorCensus page: https://advisorcensus.com/firm/tb-sunridge-advisors-llc-park-city-ut-295507

## Quick answers

**How is TB Sunridge Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), TB Sunridge Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is TB Sunridge Advisors LLC located?**
TB Sunridge Advisors LLC's principal office is in Park City, UT, according to its Form ADV.

**Is TB Sunridge Advisors LLC registered with the SEC or a state?**
TB Sunridge Advisors LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 295507.

**Does TB Sunridge 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/295507

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tbsunridge.com
- Facebook @tbsunridgeadvisors
- Instagram @tb_sunridge
- LinkedIn @tb-sunridge-advisors
- X @tb_sunridge

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TB Sunridge Advisors LLC (CRD 295507): Form ADV filing data as of October 2026.