SunRift Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,757,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
205
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
205
Average account size
$203,693
About
SunRift Capital Partners provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, and also advises charitable organizations. The firm offers both one‑time and ongoing planning engagements and periodically holds public seminars and workshops on financial topics.
SunRift generally manages client accounts on a discretionary basis, using fundamental, technical and cyclical analysis and, when appropriate, engaging sub‑advisors to implement agreed model strategies. Accounts are reviewed at least quarterly, clients may impose investment restrictions, and custody is maintained through national custodians the firm selects.
The brochure discloses a consent order from May 2018 related to an untimely response to a state informational survey, for which the firm paid a $1,500 fine, a disclosure that is uncommon among peers. Also notable is the firm’s stated practice of serving charitable organization clients and offering public educational workshops (some with a modest materials fee), features that are less common for independent advisors of this type.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Social Security optimization
General tax planning
Retirement income strategy
Fee options
Financial planning services flat fee between $2,500 and $5,000
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.30% Over $3,000,000+: 1.10%
$250 per hour for financial planning services
Ongoing financial planning fees range from $1,500 to $5,000 annually, payable monthly or quarterly
Account minimum: $250,000
Main office location
SunRift Capital Partners LLC
1916 Crown Plaza Blvd., Suite 139
Plainfield IN 46168, United States
Number of offices
1
Most active in
SunRift Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · Georgia · Indiana · Michigan · North Carolina · Ohio
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.
Forms ADV
Quick links
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