A complete list of active advisors currently associated with Sundowner Capital Management LLC

Warmer can help you find a great advisor at Sundowner Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sundowner Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.