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SUNSTONE ADVISORS, LLC
CRD 324002File 801-127225
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$122.8M
Bottom 25% of cohort (national)
Discretionary AUM
$77.0M
Non-discretionary $45.9M
Clients
8
9 accounts
Employees
25
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 20, 2023
- Principal office
- 18881 VON KARMAN AVENUE, SUITE 500, IRVINE, CA, 92612
- Phone
- 949-771-1764
- Website
- https://Sunstoneadvisor.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $122.8M
- Discretionary AUM
- $77.0M
- Non-discretionary AUM
- $45.9M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 1
- Total accounts
- 9
- AUM per client
- $15.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $2.9M |
| Pooled investment vehicles | 8 | $74.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 9 | 8 |
| 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.