Sunrise Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,250,000
Clients
64
89% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
Very HighAverage account size
$1,332,031
About
Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, 401(k) plans, trusts, estates and corporations. The firm serves both high‑net‑worth and non‑high‑net‑worth individual clients and offers portfolio management for individual accounts along with tailored written financial plans.
Sunrise typically manages client portfolios on a discretionary basis and constructs customized, structured portfolios that may favor a focused allocation to individual equities over broad mutual‑fund diversification. The firm uses fundamental, technical and cyclical analysis, applies contrarian market indicators, and employs active strategies including option writing (such as cash‑secured puts) while capping speculative exposure and routinely monitoring accounts.
Noteworthy features include charging fees on a percentage‑of‑assets basis (with fees invoiced through the custodian) and a stated $1,000,000 account minimum that may be negotiated, practices that are less common among peers. The firm does not operate private funds or accept commissions or performance‑based fees, relies on third‑party custodians for custody and fee debiting, and maintains written policies for personal trading oversight and proxy handling.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.45% $1,000,000 - $2,000,000: 1.40% $2,000,000 - $5,000,000: 1.35% $5,000,000+: 1.30%
Account minimum: $1,000,000 Fee-only: No separate fee for financial planning; financial planning services generally included without additional charge
Main office location
Sunrise Capital Management LLC
Camas WA, United States
Number of offices
1
Most active in
Sunrise Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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