Sunbeam Capital Management, LLC

Sunbeam Capital Management, LLC (CRD# 289723) is a financial advisory firm headquartered in , . They manage $152,650,459 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $1,573,716
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TN

Financial Advisors at Sunbeam Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Saenger, financial advisor Atlanta GA
Matthew J. Saenger
CRD#: 4681363
Atlanta, GA

Matthew Saenger (CRD# 4681363) is an Investment Advisor Representative working at Sunbeam Capital Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

2
Ellis Carson, financial advisor Atlanta GA
Ellis A. Carson
CRD#: 4780927
Atlanta, GA

Ellis Carson (CRD# 4780927) is an Investment Advisor Representative working at Sunbeam Capital Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals