Sunburst Financial Group, LLC

Overview

Sunburst Financial Group, LLC is an SEC registered investment adviser based in Vestavia, AL, registered since 2016. It reports $808M in assets under management across 2,346 accounts, with 9 employees. It has 8 investment adviser representatives.

Reported AUM

$808M

Discretionary

92%

Accounts

2,346

Average account

$344K

Employees

9

Advisory reps

8

Registered since

2016

Jurisdictions

10

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• James Randolph Martin Managing Member CRD 1620186
• Jonathan Michael Winzeler Member, Managing Partner CRD 4255215
• Matthew S Morris Chief Investment Officer CRD 6439389

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Zachary Herschel Bullock Investment Adviser Rep CRD 7294453
• Davis Windham Ennis Investment Adviser Rep CRD 7986855
• Blair Bonham Herrington Investment Adviser Rep CRD 8162634

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

600 Vestavia Pkwy Ste 100
Vestavia, AL 35216

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: sunburstfinancial.com

Every state, with registration dates

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