← Directory
SUNESIS ADVISORS, LLC
CRD 159114File 801-72788
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $132.9M
Clients
15
527 accounts
Employees
8
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 19, 2011
- Principal office
- 6750 W 93RD STREET, SUITE 250, OVERLAND PARK, KS, 66212
- Phone
- 913-815-4460
- Website
- HTTPS://SUNESISADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $132.9M
- Discretionary accounts
- 349
- Non-discretionary accounts
- 178
- Total accounts
- 527
- AUM per client
- $99.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $37.5M |
| High net worth individuals | 15 | $1.45B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.