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SUNBURST FINANCIAL GROUP, LLC

VESTAVIA HILLS, AL · CRD 283605 · IAPD ↗ · sunburstfinancial.com · 205-823-4949

$808.1MRegulatory AUM
6Advisory reps
9Employees
8Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — SUNBURST FINANCIAL GROUP, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — SUNBURST FINANCIAL GROUP, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — SUNBURST FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($500.0M -> $578.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.