Wealth manager, independent · Overland Park, KS
Sunesis Advisors, LLC
SEC-registered investment adviser · CRD 159114 · SEC 801-72788
At a glance
Sunesis Advisors, LLC is an SEC-registered investment adviser based in Overland Park, Kansas, with $1.5B in regulatory assets under management as of its Form ADV filed March 17, 2026. It reports 15 individual clients, 15 of them high-net-worth, holding an average of about $96 million each, and 8 employees. That ranks it 742nd among the nation’s 5,657 independent wealth management RIAs and 14th of 74 in Kansas. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 913-815-4460sunesisadvisors.comAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #742 of 5,657
- Rank among all SEC RIAs
- #4,290 of 17,210
- Rank in Kansas
- #14 of 74
- Individual clients
- 15
- High-net-worth clients
- 15
- Accounts
- 527
- Discretionary
- 91% of AUM
- Employees
- 8
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Chad R. BattisonManaging Member / CCO
- Stacy L. BrinesMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Sunesis Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 15 | $1.4B | 97% |
| Charitable organizations | – | $37M | 3% |
Disciplinary disclosures
Sunesis Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sunesisadvisors.com ↗
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The full record on Sunesis Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,545 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Kavar Capital PartnersLeawood | $1.6B | 449 |
| Triad Wealth Partners, LLCLawrence | $1.5B | 3,896 |
| Triune Financial Partners, LLCOverland Park | $1.5B | 770 |
| Lexaurum AdvisorsOverland Park | $1.3B | 2,189 |
| Financial Partners Group, Inc.Overland Park | $1.1B | 1,213 |
| Waterfront Wealth Inc.Overland Park | $1.1B | 792 |
Background
Questions
How much does Sunesis Advisors, LLC manage?
Sunesis Advisors, LLC reports $1.5B in regulatory assets under management across 527 accounts, 91% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
How many clients does Sunesis Advisors, LLC have?
It reports 15 individual clients: 15 high-net-worth individuals and 0 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Sunesis Advisors, LLC headquartered?
Its main office is in Overland Park, Kansas. It reports 1 office in total and 8 employees, 3 of whom perform investment advisory functions.
How does Sunesis Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Sunesis Advisors, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 17, 2026, it reports these amounts held: Charles Schwab ($921M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Sunesis Advisors, LLC a hybrid RIA with a broker-dealer?
Sunesis Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Sunesis Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Sunesis Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Sunesis Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →