Sunesis Advisors, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.4B
- Clients
- 15
- Avg AUM / client
- $99.0M
- Accounts
- 527
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Investments (13F portfolio — 61 positions, $241,862,352)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | TOTAL STK MKT | $97,403,958 | 263,225 | 40.3% | 6.56% |
| 2 | Berkshire Hathaway Inc Del | CL A | $20,218,950 | 27 | 8.36% | 1.36% |
| 3 | Ishares Tr | CORE US AGGBD ET | $19,928,604 | 201,340 | 8.24% | 1.34% |
| 4 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $15,910,171 | 223,301 | 6.58% | 1.07% |
| 5 | Vanguard Star Fds | VG TL INTL STK F | $12,157,166 | 142,206 | 5.03% | 0.82% |
| 6 | Vanguard Bd Index Fds | SHORT TRM BOND | $5,954,891 | 76,433 | 2.46% | 0.4% |
| 7 | Vanguard Bd Index Fds | INTERMED TERM | $5,936,450 | 77,398 | 2.45% | 0.4% |
| 8 | State Str Spdr S&P 500 Etf T | TR UNIT | $4,833,095 | 6,472 | 2.0% | 0.33% |
| 9 | First Busey Corp | COM NEW | $4,627,429 | 156,862 | 1.91% | 0.31% |
| 10 | Vanguard Bd Index Fds | TOTAL BND MRKT | $3,833,544 | 52,221 | 1.59% | 0.26% |
| 11 | Ishares Tr | CORE UNIVRSL USD | $3,491,486 | 75,655 | 1.44% | 0.24% |
| 12 | Ishares Tr | MBS ETF | $3,243,366 | 34,314 | 1.34% | 0.22% |
| 13 | Palmer Square Capital Bdc In | COM SHS | $3,115,153 | 298,959 | 1.29% | 0.21% |
| 14 | Ishares Tr | CORE 1 5 YR USD | $2,654,763 | 55,021 | 1.1% | 0.18% |
| 15 | Spdr Series Trust | ST STR P500VAL | $2,622,055 | 43,133 | 1.08% | 0.18% |
| 16 | Nvidia Corporation | COM | $2,465,110 | 12,320 | 1.02% | 0.17% |
| 17 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $2,405,989 | 47,568 | 0.99% | 0.16% |
| 18 | Vanguard Index Fds | S&P 500 ETF SHS | $2,036,392 | 2,965 | 0.84% | 0.14% |
| 19 | Vanguard Scottsdale Fds | VNG RUS2000IDX | $1,964,818 | 16,182 | 0.81% | 0.13% |
| 20 | Vanguard Wellington Fd | SHORT TRM TAX EX | $1,875,349 | 18,511 | 0.78% | 0.13% |
| 21 | Select Sector Spdr Tr | ST STR TECHN ETF | $1,768,788 | 9,284 | 0.73% | 0.12% |
| 22 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $1,503,916 | 25,195 | 0.62% | 0.1% |
| 23 | Ishares Gold Tr | ISHARES NEW | $1,495,098 | 19,800 | 0.62% | 0.1% |
| 24 | Spdr Series Trust | ST STR P500GRW | $1,454,177 | 12,221 | 0.6% | 0.1% |
| 25 | Bank Of Ny Mellon Corp | COM | $1,411,683 | 9,762 | 0.58% | 0.1% |
Top 25 of 61 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 15 | $1.4B | 97.5% |
| Charitable organizations | Fewer than 5 clients | $37.5M | 2.52% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Richard Battison | Managing Member / Cco | Sep 2011 (15y) | 75% or more | |
| Brines, Stacy, Lynn | Member | Apr 2015 (11y) | 5% – 10% | |
| Jonathan Lane Kinne | Registered representative | Jan 2019 (8y) | ||
| John Spencer Berndt | Registered representative | May 2022 (4y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $921M (62% of AUM) Mar 2026
- Commerce Trust Company $189M (15% of AUM) Sep 2025
- Northern Trust $70.4M (8% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗