$1.5B Total AUM
$1.4B Disc. AUM
10.9% 3Y CAGR
8 Employees
15 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2011
- Office Locations
- 2
Office Locations
6750 W 93rd Street Suite 250 Overland Park KS
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About Sunesis Advisors, LLC
Sunesis Advisors, LLC is a Overland Park-based RIA with 2 offices. The firm has been operating for 14 years. Managing $1.5B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
28 AVG AGE
$494.9M AVG AUM / ADVISOR
$99.0M AVG AUM / CLIENT
9.5 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Geographic Focus
Available
Industry Interests
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
CHAD RICHARD BATTISON
Chief Compliance Officer, Managing Member
- CRD
- #1980515
- Ownership
- 75% or more
Available
Available
Available
S
STACY LYNN BRINES
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- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
Chad R. Battison
Managing Member and Chief Compliance Officer
- CRD
- --
Available
Available
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J
J. Spencer Berndt
Chief Investment Officer
- CRD
- --
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,351,678,207 | $3,873,003 |
| Non-Discretionary | $132,904,902 | $746,657 |
| Total | $1,484,583,109 | $2,817,046 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Other:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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