S
$85.3M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
0 Employees
64 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-20-2015
- Office Locations
- 1
Office Locations
-- Camas WA
About Sunrise Capital Management LLC
Sunrise Capital Management LLC is a Washington-registered RIA focused on active portfolio management and planning for individual investors and entrepreneurs. The firm emphasizes deep research and risk management, aiming for income-oriented portfolios with lower volatility, and uses diversified U.S. equity funds and ETFs alongside fixed income (including U.S. government/agency bonds). Schwab is a primary custodian.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
11 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Services
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Technology
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Owner & Executives
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D
DOUGLAS LAWRENCE DEIBELE DR.
Chief Executive Officer
- CRD
- #6500662
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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