# SUNBEAM CAPITAL MANAGEMENT, LLC

SUNBEAM CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 289723
- Type: SEC-registered investment adviser
- SEC file number: 801-112112
- Phone: (901) 229-2132
- Latest filing: 2026-03-20
- Regulatory AUM: $410.2M
- Discretionary AUM: $410.2M
- Clients: 3
- Accounts: 239

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Carson Anderson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | Florence, AL |
| Courtney William Carson | TRUSTEE | — |
| Ellis Anderson Carson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Katherine Terese Carson | TRUSTEE | — |
| Carson Courtney William | TRUSTEE | — |
| Carson Katherine Terese | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289723/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289723/similar
- Related entities: https://search.stillhousedata.com/firm/289723/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289723

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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.