Sunrise Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, primarily on a discretionary basis. The firm collects asset-based advisory fees and develops tailored client profiles through personal interviews to document goals, constraints, and risk tolerance.
The firm pursues an active, equity-focused approach that favors concentrated holdings in individual stocks, using fundamental, technical, cyclical and proprietary contrarian indicators to identify opportunities. It also discloses the use of option-writing—specifically cash‑secured put sales with cash equivalents held as collateral—as a tool to generate income or acquire securities at targeted prices, with associated risks outlined in its brochure.
Notably, Sunrise operates as a very small independent advisory firm but is not run as a solo practitioner and employs supervised oversight and trading review procedures beyond what many similarly sized firms report. The combination of a relatively high account minimum and small client base, a concentrated stock orientation, and an explicit cash‑secured put program distinguishes its practice model from many peers.
Client services
Expertise
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
Main office
Camas WA
Advisors at this office
1
Most active in
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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