Sundowner Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$89,690,231
Clients
37
Advisors
1
of 1 employees
About
The firm provides Investment Supervisory Services (individual portfolio management) to individuals, including high-net-worth clients, and also accepts corporate/business clients and charitable organizations. It manages accounts on a discretionary basis, establishes individualized investment policies through client discussions, and discloses a $300,000 minimum and approximately $90.36 million in discretionary assets under management as of 12/31/2025.
The firm’s investment process uses a mix of qualitative and quantitative analysis and fundamental research, with core holdings in no‑load mutual funds, ETFs and selected individual securities; manager selection is informed by Morningstar and other sources. It emphasizes a longer‑term, diversification‑focused orientation, permits reasonable client restrictions, and conducts at least monthly account reviews while retaining proxy‑voting responsibility for client securities.
Compared with many solo independent advisers, Sundowner’s acceptance of corporate/business and charitable clients is uncommon, and it also offers non‑discretionary account arrangements for which it does not take trading authority or charge a management fee. The firm’s principal serves on an external bank board (about 20 hours per quarter) and the adviser generally implements client trades separately rather than routinely aggregating orders, which can affect execution timing.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $7,000,000: 0.75% $7,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
Account minimum: $300,000
Main office
725 NW Broadway Street
Bend OR 97701
Advisors at this office
1
Most active in
Oregon · Washington
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.
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