Sundowner Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$89,690,231
This total excludes 21 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
37
38% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$2,424,060
About
The firm provides Investment Supervisory Services (individual portfolio management) to individuals, including high-net-worth clients, and also accepts corporate/business clients and charitable organizations. It manages accounts on a discretionary basis, establishes individualized investment policies through client discussions, and discloses a $300,000 minimum and approximately $90.36 million in discretionary assets under management as of 12/31/2025.
The firm’s investment process uses a mix of qualitative and quantitative analysis and fundamental research, with core holdings in no‑load mutual funds, ETFs and selected individual securities; manager selection is informed by Morningstar and other sources. It emphasizes a longer‑term, diversification‑focused orientation, permits reasonable client restrictions, and conducts at least monthly account reviews while retaining proxy‑voting responsibility for client securities.
Compared with many solo independent advisers, Sundowner’s acceptance of corporate/business and charitable clients is uncommon, and it also offers non‑discretionary account arrangements for which it does not take trading authority or charge a management fee. The firm’s principal serves on an external bank board (about 20 hours per quarter) and the adviser generally implements client trades separately rather than routinely aggregating orders, which can affect execution timing.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Passive / index investing
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $7,000,000: 0.75% $7,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
Account minimum: $300,000
Main office location
Sundowner Capital Management LLC
Bend OR, United States
Number of offices
1
Most active in
Sundowner Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · 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.
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