Sunbeam Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sunbeam Capital Management provides discretionary investment advisory services to high‑net‑worth individuals, trusts, and estates, managing $410,159,817 in client assets across 47 client relationships. The firm constructs diversified portfolios using low‑cost mutual funds and ETFs and may also include individual stocks, bonds and alternative investments as appropriate for client objectives.
The advisor generally follows a long‑term, fundamentals‑based investment approach, developing customized asset allocations and monitoring accounts on a continuous basis with formal reviews at least annually. Sunbeam Capital may employ independent (unaffiliated) managers for portions of portfolios and discloses the use of options and other derivative strategies (including described options risks) as part of its separately managed account capabilities and hedging techniques.
Compared with peers, Sunbeam Capital operates with a very small advisory team (two advisors) while overseeing a relatively large asset base, resulting in a high average asset per client and a concentrated, bespoke client focus; it also reports no non‑high‑net‑worth individual clients. The firm does not charge performance‑based fees, does not accept proxy‑voting responsibility, and maintains institutional relationships with Fidelity and Schwab that provide technology and research support.
Client services
Expertise
Fee options
Up to 1.00% annually, billed quarterly in advance, prorated for first quarter
Fee-only: Investment advisory fees up to 1.00% annually based on assets under management
Main office
See officeAtlanta GA
Advisors at this office
1
Offices (3)
Most active in
Georgia · Louisiana · New York · Tennessee · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ellis C
Series 63, Series 65
Atlanta, GA
Sunbeam Capital Management, LLC
Ellis Carson II is a financial advisor at Sunbeam Capital Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for nine years before joining Sunbeam Capital Management in 2017. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm builds diversified portfolios using low-cost mutual funds, ETFs, and may incorporate individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations and ongoing account monitoring.
Molly L
Series 63, Series 65
Salt Lake City, UT
Sunbeam Capital Management, LLC
Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC in Salt Lake City, UT, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Credit Suisse Securities (USA) LLC, Cross Creek, and Addepar, Inc. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates. The firm manages diversified portfolios using low-cost mutual funds, ETFs, and other securities, employing a long-term, fundamentals-based investment approach with customized asset allocations and continuous account monitoring.
Matthew S
Series 63, Series 65
Memphis, TN
Sunbeam Capital Management, LLC
Matthew Saenger is a financial advisor at Sunbeam Capital Management, LLC with 21 years of industry experience. He previously worked at Steel Grove Capital Advisors, LLC for 20 years and Green Square Capital, LLC for 14 years. Saenger holds Series 63 and Series 65 licenses. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios utilizing low-cost mutual funds, ETFs, individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations.
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