Sun Mountain Capital Advisors, LLC

Overview

Sun Mountain Capital Advisors, LLC is an SEC registered investment adviser based in Santa Fe, NM, registered since 2011. It reports $379M in assets under management across 9 accounts, with 7 employees. It has 3 investment adviser representatives.

Reported AUM

$379M

Discretionary

100%

Accounts

9

Employees

7

Advisory reps

3

Registered since

2011

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Selection of Other Advisors

Client types

• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Brian Peter Birk Managing Member CRD 5857146
• Reed Handy Soehnel Chief Compliance Officer CRD 7551067

Advisory reps 3 of 3

• Brian Peter Birk Investment Adviser Rep CRD 5857146
• Sally Ann Corning Investment Adviser Rep CRD 1516418
• Lee Michael Rand Investment Adviser Rep CRD 5857152

Location

Headquarters

527 Don Gaspar Ave
Santa Fe, NM 87505

County

Santa Fe

Metro area

Santa Fe, NM

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: sunmountaincapital.com

Every state, with registration dates

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