S
Sunshine Kapital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,200,000
Clients
9
44% 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
9
Very LowAverage account size
$244,444
About
Sunshine Kapital is a recently established independent registered investment adviser run by a single adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm creates an investment policy statement for each client and manages accounts according to documented goals, time horizon, and risk tolerance.
The adviser employs cyclical and fundamental analysis and implements a mix of long‑term and short‑term strategies, including options trading alongside allocations to equities, fixed income, ETFs, commodities, and non‑U.S. securities. Accounts are reviewed at least monthly and the firm typically requires discretionary authority to execute its investment approach on clients’ behalf.
Notable differences from many peers include the firm’s acceptance of performance‑based fees for qualified clients, a practice that is uncommon among independent solo advisers and that the brochure discusses in the context of conflict mitigation. Operationally, Sunshine Kapital requires clients to use a specific custodian (Interactive Brokers) and does not aggregate trades across client accounts, practices that can affect execution and are noteworthy for a small, boutique adviser.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.50% annually
20.00% of capital appreciation with a high-water mark, in addition to 1.50% annual AUM fee
Main office location
Sunshine Kapital
Miami Beach FL, United States
Number of offices
1
Most active in
Sunshine Kapital has reported serving >5 clients in these states in the last 12 months.
Florida
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
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