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SUNBEAM CAPITAL MANAGEMENT, LLC

· CRD 289723 · IAPD ↗ · (901) 229-2132

$410.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — SUNBEAM CAPITAL MANAGEMENT, LLC reported RAUM up 92% ($213.2M -> $410.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2026 — SUNBEAM CAPITAL MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
July 2025 — SUNBEAM CAPITAL MANAGEMENT, LLC notice-filed in LA, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2025 — SUNBEAM CAPITAL MANAGEMENT, LLC reported RAUM up 40% ($152.7M -> $213.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — SUNBEAM CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2024 — SUNBEAM CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($113.0M -> $152.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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