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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2012
- Office Locations
- 1
Office Locations
About Sunrift Capital Partners LLC
SunRift Capital Partners is an independent, fiduciary wealth manager providing faith-based financial planning and active portfolio management. The team builds personalized strategies spanning retirement, business planning, tax and estate planning, and risk management, with ongoing monitoring and regular plan reviews. Planning and implementation are supported in eMoney, and portfolios are primarily implemented with ETFs (per public filings).
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Owner & Executives
DUSTIN WILLIAM HUNTER
Advisor, Chief Compliance Officer, Founder, Managing Member
- CRD
- #6000140
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,757,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,757,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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