# SUNBURST FINANCIAL GROUP, LLC

SUNBURST FINANCIAL GROUP, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser.

## Registration

- CRD: 283605
- Type: SEC-registered investment adviser
- SEC file number: 801-107720
- Location: 600 VESTAVIA PARKWAY, SUITE 100, VESTAVIA HILLS, AL, 35216
- Phone: 205-823-4949
- Latest filing: 2026-05-04
- Regulatory AUM: $808.1M
- Discretionary AUM: $740.6M
- Non-discretionary AUM: $67.5M
- Clients: 9
- Accounts: 2,346

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Michael Winzeler | MEMBER & CHIEF INVESTMENT OFFICER; MEMBER & MANAGING PARTNER | — |
| James Randolph Martin | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER | — |
| Robert Barry Rhea | MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; MEMBER & CHIEF FINANCIAL OFFICER | — |
| Zachary Herschel Bullock | CHIEF FINANCIAL OFFICER | — |
| Matthew S Morris | CHIEF INVESTMENT OFFICER | — |
| MARTIN JAMES RANDOLPH | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| WINZELER JONATHAN MICHAEL | MEMBER; MEMBER & CHIEF INVESTMENT OFFICER | — |
| RHEA ROBERT BARRY | MEMBER; MEMBER & CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283605/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283605/similar
- Related entities: https://search.stillhousedata.com/firm/283605/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283605

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.