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SUN Mountain Capital Advisors, LLC

Headquartered in SANTA FE, NM

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Firm Information

SUN Mountain Capital Advisors, LLC is a Santa Fe, NM-based investment advisor managing over $599 million in assets for 11 pooled investment vehicles. The firm offers portfolio management services for pooled investment vehicles and selects other advisors.

SUN Mountain Capital Advisors, LLC

527 DON GASPAR AVENUE

SANTA FE, NM 87505

$599.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

SUN MOUNTAIN CAPITAL ADVISORS, LLC has a total of 1 branch locations across the country.
location

SANTA FE, NM

Advisors at SUN Mountain Capital Advisors, LLC

View All 3 Advisors
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Sally Ann Corning

RA

SANTA FE, NM

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Brian Peter Birk

RA

SANTA FE, NM

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Lee Michael Rand

RA

SANTA FE, NM

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Disclosures

There are no public disclosures for SUN Mountain Capital Advisors, LLC.

Frequently Asked Questions (7)

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