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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,...
Overview
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
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.
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