Sundial Capital Management, LP

Sundial Capital Management, LP (CRD# 117461) is a financial advisory firm headquartered in Arlington, TX. They manage $300,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX

Financial Advisors at Sundial Capital Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
Trent A. Schlauch
CRD#: 5288872
2109 Shadow Ridge Drive, Arlington, TX 76006
93
Wealthminder
score

Trent Schlauch (CRD# 5288872) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 9 years of experience in the finance industry.

2
Brian Nerney
CRD#: 4476700
2109 Shadow Ridge Drive, Arlington, TX 76006
73
Wealthminder
score

Brian Nerney (CRD# 4476700) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 14 years of experience in the finance industry.

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