A complete list of active advisors currently associated with Sunlight Investments

Warmer can help you find a great advisor at Sunlight Investments or one who fits your needs even better.

Sunlight Investments provides discretionary portfolio management for individual and small business clients and operates as a very small, single-advisor practice. The firm manages U.S.-listed equity portfolios using limited trading authorization in client brokerage accounts and does not take custody of client funds. The investment approach centers on a concentrated list of roughly 20–40 U.S. equities chosen for profitability, consistent revenue and earnings performance, industry leadership, and low leverage (debt-to-equity of about 30% or less); that list is updated weekly and positions are allocated into equal-sized slots. Managers use timing tools, seek to limit losses on individual trades (typically in the 5–8% range), review accounts quarterly, and assign an account manager to execute trades under the client’s limited authorization. Notably, the firm publishes past performance results in its brochure, including a comparison of all managed accounts to the S&P 500 through December 31, 2025, which is uncommon for peers in its category. The brochure also discloses a 2018 disciplinary order and administrative fine from the state securities regulator for a prior failure to register, and it describes the principal’s long investing history and prior industry employment as part of the firm’s background.

To learn more about the advisors currently working at Sunlight Investments, 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.