S
$410.2M Total AUM
$410.2M Disc. AUM
-- 3Y CAGR
3 Employees
47 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2017
- Office Locations
- 3
Office Locations
-- Atlanta GA
-- Memphis TN
-- Salt Lake City UT
About Sunbeam Capital Management, LLC
Sunbeam Capital Management, LLC is a Atlanta-based RIA with 3 offices. The firm has been operating for 8 years. Managing $410.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$205.1M AVG AUM / ADVISOR
$8.7M AVG AUM / CLIENT
2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
E
ELLIS ANDERSON CARSON II
Chief Compliance Officer, Managing Member
- CRD
- #4780927
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
MOLLY ELISE LYNN
--
- CRD
- #5204335
Available
Available
Available
M
MATTHEW JUSTIN SAENGER
Financial Advisor, General Partner
- CRD
- #4681363
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,159,817 | $1,716,150 |
| Non-Discretionary | $0 | -- |
| Total | $410,159,817 | $1,716,150 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing