Sun Mountain Capital

Sun Mountain Capital (CRD# 151477) is a financial advisory firm headquartered in Santa Fe, NM. They manage $876,600,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    877
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $109,575,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NM, WI

Financial Advisors at Sun Mountain Capital
Showing 1 - 4 of 4 top financial advisors.
1
Mark C. Hollis
CRD#: 5410527
527 Don Gaspar Avenue, Santa Fe, NM 87505
93
Wealthminder
score

Mark Hollis (CRD# 5410527) is an Investment Advisor Representative working at Sun Mountain Capital in Santa Fe, NM and has over 9 years of experience in the finance industry.

2
Brian P. Birk
CRD#: 5857146
527 Don Gaspar Avenue, Santa Fe, NM 87505
90
Wealthminder
score

Brian Birk (CRD# 5857146) is an Investment Advisor Representative working at Sun Mountain Capital in Santa Fe, NM and has over 3 years of experience in the finance industry.

3
Sally A. Corning
CRD#: 1516418
527 Don Gaspar Avenue, Santa Fe, NM 87505
90
Wealthminder
score

Sally Corning (CRD# 1516418) is an Investment Advisor Representative working at Sun Mountain Capital in Santa Fe, NM and has over 5 years of experience in the finance industry.

4
Lee M. Rand
CRD#: 5857152
527 Don Gaspar Avenue, Santa Fe, NM 87505
89
Wealthminder
score

Lee Rand (CRD# 5857152) is an Investment Advisor Representative working at Sun Mountain Capital in Santa Fe, NM and has over 3 years of experience in the finance industry.

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