Sunesis Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Sunesis Advisors reports 15 clients. They include 15 high-net-worth individuals. Of its assets, 91.0% ($1.35B across 349 accounts) are managed with discretion; $133M across 178 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 97% |
| Charitable organizations | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 15 | $1.45B | 97.5% | $96.5M |
| Charitable organizations | Fewer than 5 | $37.5M | 2.5% | — |
| Total | 15 | $1.48B | 100% | — |
- Clients
- 15
- Regulatory AUM
- $1.45B
- AUM share
- 97.5%
- Avg. per client
- $96.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $37.5M
- AUM share
- 2.5%
- Avg. per client
- —
Total
- Clients
- 15
- Regulatory AUM
- $1.48B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Sunesis Advisors charges 0.10%–1.00% a year for its Asset Management and Reporting. The fee is billed in advance, is negotiable and requires an account of at least $5,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Planning and Coordination
- Planning and coordination is a negotiated retainer, charged quarterly in advance; administrative functions may be billed at hourly rates negotiated case by case.
Chad Battison owns 75% or more of Sunesis Advisors. It has 8 employees, 3 of them in advisory roles.
Leadership
- Chad BattisonManaging Member / CCO
- Stacy BrinesMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Chad Richard Battison
- John Spencer Berndt
- Jonathan Lane Kinne
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Sunesis Advisors, LLC
Chad Battison
Control person · since September 2011
- Owns 5% to 10% of Sunesis Advisors, LLC
Stacy Brines
since April 2015
Sunesis Advisors’ regulatory assets grew 2.4× from $622M (March 2021) to $1.48B (March 2026); clients rose from 10 to 15 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.48B | 15 | 8 | 1 |
| March 2025 | $1.23B | 13 | 7 | 1 |
| June 2024 | $1.21B | 13 | 7 | 1 |
| March 2023 | $1.1B | 14 | 6 | 1 |
| May 2022 | $934M | 12 | 6 | 1 |
| March 2021 | $622M | 10 | 6 | 1 |
Besides its headquarters, Sunesis Advisors has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 6750 W 93rd Street, Suite 250, Overland ParkHQ
Contact and registration details
- Legal name
- Sunesis Advisors, LLC
- Headquarters
- 6750 W 93rd Street, Suite 250, Overland Park, KS 66212
- Website
- sunesisadvisors.com
- Phone
- 913-815-4460
- SEC file
- 801-72788
- Structure
- Kansas LLC
- Fiscal year end
- December
Sunesis Advisors uses Charles Schwab ($921M) as custodian for its separately managed accounts. Sunesis Advisors has custody of $243M in client assets for 13 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $921M100%
At year end, Sunesis Advisors’ separately managed accounts were largely in stocks (47%) and bonds (18%).
What the accounts hold
- Stocks47%
- Funds3%
- Bonds18%
- State and local bonds17%
- U.S. government and agency bonds1%
- Cash16%
- Other16%
- Private equity, real estate investments, llc interest, insurance, loans and notes.16%
How many clients does Sunesis Advisors have?
Sunesis Advisors has 15 clients and manages $1.48 billion for them, as of March 2026. They include 15 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Sunesis Advisors offer?
Sunesis Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sunesis Advisors charge?
Sunesis Advisors charges 0.10%–1.00% a year for its Asset Management and Reporting. The fee is billed in advance, is negotiable and requires an account of at least $5,000,000.
Source: SUNESIS ADVISORS, LLC - ADV PART 2A, filed 17 March 2026
Which custodians does Sunesis Advisors use?
Sunesis Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $921M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Sunesis Advisors have?
Sunesis Advisors has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sunesis Advisors invest in?
At the end of its last fiscal year, Sunesis Advisors’ separately managed accounts held 47% exchange-traded equities, 17% state and local bonds, 16% cash and equivalents, 16% other, 3% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds. The 16% other category is described as: Private Equity, Real Estate Investments, LLC Interest, Insurance, Loans and Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sunesis Advisors have a minimum investment?
Yes, Sunesis Advisors’ minimum account size for its Asset Management and Reporting is $5M.
Source: SUNESIS ADVISORS, LLC - ADV PART 2A, filed 17 March 2026
Who owns Sunesis Advisors?
Sunesis Advisors’ direct owners are Chad Battison (75% or more) and Stacy Brines (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Sunesis Advisors get paid?
Sunesis Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sunesis Advisors registered with the SEC?
Yes, Sunesis Advisors has been registered with the SEC as an investment adviser since 19 October 2011. Its CRD number is 159114 and its SEC file number is 801-72788.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Sunesis Advisors?
Sunesis Advisors’ main office is at 6750 W 93rd Street, Suite 250, Overland Park, KS 66212. Its phone number is 913-815-4460. Its website is sunesisadvisors.com.