SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sunesis Advisors, LLC
Overland Park, KS
CRD 159114
Firm filing updated March 17, 2026 ·
- $1.5BAssets
- 3Advisory staff
- 527Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 15 | $1.4 billion |
| Charitable organizations | Fewer than 5 clients | $37.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS"
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts527
- Discretionary$1.4 billion · 349 accounts
- Non-discretionary$132.9 million · 178 accounts
People
- Employees8
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 159114, SEC file 801-72788.
- Registered with the SEC as an investment advisor (status date on record: October 19, 2011).
Is Sunesis Advisors, LLC a fiduciary?
Short answer: Sunesis Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.