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Sunburst Financial Group
SUNBURST FINANCIAL GROUP, LLC is an SEC-registered investment adviser in VESTAVIA HILLS, AL, registered since 2016. The firm manages $808 million in assets,...
Sunburst Financial Group
SUNBURST FINANCIAL GROUP, LLC is an SEC-registered investment adviser in VESTAVIA HILLS, AL, registered since 2016. The firm manages $808 million in assets, with $741 million on a discretionary basis. It has 9 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
2009
Location
Region
North America
Country
United States
City
Vestavia Hills
Corporate office
Baltimore, MD, United States
Principals
Wallace C. Doud
Founder & Managing Director
Matthew D. Wenzel
Managing Director
Sector focus
Frequently asked questions
Who leads investment decisions at Sunburst Financial Group?
Wallace C. Doud founded the firm in 2009 and serves as Managing Director, making all major capital allocation decisions. Matthew D. Wenzel holds the Managing Director role alongside him. The firm operates without a separate CIO or external advisory board (per public record).
How does Sunburst source deal flow?
Sunburst relies on direct sourcing through regional relationships rather than investment banks or intermediaries. The firm typically leads or co-controls transactions, and its transactions have involved industrial real estate and structured credit for middle-market firms (per property records).
Is Sunburst structured as a single family office or multi-family office?
Public records indicate Sunburst operates as a single family office. No evidence of outside limited partners or commingled vehicles exists in public filings.
What asset classes does Sunburst target?
The firm concentrates on real estate, private credit, and infrastructure. It does not pursue hedge funds, equities, or venture capital. All known activity sits in direct, control-oriented mandates.
Does Sunburst make fund commitments?
No. Sunburst invests directly in assets as a principal, not as a fund allocatee. No known commitments to external partnerships or funds have been documented.
Where does the underlying wealth of Sunburst originate?
The wealth source is not publicly attributed. No specific family name or prior industry has been disclosed in regulatory filings or press.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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