A complete list of active advisors currently associated with Sunsage Capital Management
Warmer can help you find a great advisor at Sunsage Capital Management or one who fits your needs even better.
SunSage Capital provides continuous, discretionary investment management to a mix of individuals, trusts, charitable organizations, and corporate and institutional clients. The firm tailors portfolios to client needs and allows clients to impose written restrictions on specific securities or sectors. Investment decisions are driven by a proprietary combination of fundamental, technical, and cyclical analysis, with primary allocations to direct U.S. and foreign investments across public and private equity, debt, and hybrid securities. Portfolios tend to emphasize growth and dividend-growth equities and substantial foreign exposure, with regular monthly reviews and quarterly reporting to clients. Compared with many solo independent advisers, SunSage’s client base includes charitable organizations, corporations, and institutional accounts—an uncommon mix for firms of its type. The firm’s notable focus on direct foreign and private-market securities, its avoidance of large block trades in thinly traded positions, and its choice of a single major custodian for foreign trading and operational integration distinguish its operational approach.
To learn more about the advisors currently working at Sunsage Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Grapevine, TX
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")