# Sunburst Financial Group

Sunburst Financial Group is a RIA based in Vestavia Hills, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vestavia Hills, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** sunburstfinancialgroup.com

## Regulatory record

- **CRD number:** 283605
- **SEC file number:** 801-107720
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283605

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Wallace C. Doud — Founder & Managing Director
- Matthew D. Wenzel — Managing Director

## 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.

## Related profiles

- [Wellspring Planning Group](https://altss.com/profile/wellspring-planning-group-llc)
- [Sabrepoint Capital Management](https://altss.com/profile/sabrepoint-capital-management)

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Last updated: 2026-07-06T01:24:26.345Z

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