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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sunburst Financial Group have?","answer":"Sunburst Financial Group has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sunburst Financial Group invest in?","answer":"At the end of its last fiscal year, Sunburst Financial Group’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sunburst Financial Group?","answer":"Sunburst Financial Group’s direct owners are James Martin, Jonathan Winzeler and Robert Rhea, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sunburst Financial Group get paid?","answer":"Sunburst Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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