Brian Peter Birk
Investment adviser representative at Sun Mountain Capital Advisors, LLC
20 yearsExperience
1 stateRegistered in
$378.7MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Sun Mountain Capital Advisors, LLCFeb 2013 to now
- Sun Mountain CapitalSep 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NM).
Sun Mountain Capital Advisors, LLC
$378.7MAssets managed
9Clients
3Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5857146
- Firm CRD
- 151477