CRD: 283605
Sunburst Financial Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2016
- Office Locations
- 1
Office Locations
About Sunburst Financial Group, LLC
Sunburst Financial Group, LLC is an Alabama-based RIA serving retail and institutional clients with financial planning and portfolio/asset management. The firm supports retirement plans and risk management, and provides tax, estate, charitable, and business succession planning alongside insurance solutions. Investment implementation includes active strategies using mutual funds and ETFs, with Charles Schwab & Co. as a key custodian and platforms such as Black Diamond and Envestnet MoneyGuide.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES RANDOLPH MARTIN
Founder, Partner
- CRD
- #1620186
- Ownership
- 25% but less than 50%
ROBERT BARRY RHEA
Chief Compliance Officer, Partner
- CRD
- #3048210
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Davis Windham Ennis
--
- CRD
- #7986855
JOHN RUSSELL MARTIN
Founder, Managing Partner
- CRD
- #4480215
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $740,557,262 | $317,019 |
| Non-Discretionary | $67,509,281 | $6,750,928 |
| Total | $808,066,543 | $344,444 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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 |
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