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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SUNESIS ADVISORS, LLC

CRD 159114

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bb4ae5e-938e-763f-af79-25bf01f8d407

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 14, 2012 to Mar 17, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $495Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 527
High net worth clients: 15
Custody, client assets: $243M
SEC number: 801-72788
CIK: 1748269
CRD: 159114
Filings on the tape: 31
First filed: Feb 14, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, KS
Website: sunesisadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHAD RICHARD BATTISON	n/a	OVERLAND PARK, KS	14	17	1	no
Jonathan Lane Kinne	n/a	OVERLAND PARK, KS	7	10	n/a	no
JOHN SPENCER BERNDT	n/a	OVERLAND PARK, KS	4	20	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BATTISON, CHAD, RICHARD	MANAGING MEMBER / CCO	E	yes	09/2011	Mar 17, 2026	Mar 17, 2026
BRINES, STACY, LYNN	Member	A	no	04/2015	Mar 17, 2026	Mar 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$1.5B	$1.4B	8	3	0	n/a	n/a
2024	Mar 13, 2025	$1.2B	$1.1B	7	3	0	n/a	n/a
2023	Mar 21, 2024	$1.2B	$1.1B	7	3	0	n/a	n/a
2022	Mar 27, 2023	$1.1B	$944M	6	3	0	n/a	n/a
2021	Mar 29, 2022	$934M	$829M	6	3	0	n/a	n/a
2020	Mar 22, 2021	$622M	$517M	6	3	0	n/a	n/a
2019	Apr 6, 2020	$622M	$490M	6	3	0	n/a	n/a
2018	Mar 26, 2019	$874M	$471M	6	3	0	n/a	n/a
2017	Mar 19, 2018	$822M	$444M	6	3	0	n/a	n/a
2016	Mar 28, 2017	$754M	$418M	6	3	n/a	n/a	n/a
2015	Mar 25, 2016	$693M	$320M	6	2	n/a	n/a	n/a
2014	Apr 1, 2015	$714M	$322M	5	2	n/a	n/a	n/a
2013	Mar 28, 2014	$599M	$163M	5	2	n/a	n/a	n/a
2012	Mar 26, 2013	$189M	$144M	4	2	n/a	n/a	n/a
2011	Mar 28, 2012	$141M	$92.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.2B	20.2%	$1.1B	10.6%	8	7	0	0

Relationships

Registered with (3)

← JOHN SPENCER BERNDTAdvisorregistration: current employment
May 23, 2022 to presentfactForm ADV
← Jonathan Lane KinneAdvisorregistration: current employment
Jan 8, 2019 to presentfactForm ADV
← CHAD RICHARD BATTISONAdvisorregistration: current employment
Oct 19, 2011 to presentfactForm ADV

Controls (1)

← BATTISON, CHAD, RICHARDOwnerMANAGING MEMBER / CCO, ownership code E, individual
Feb 14, 2012 to Nov 22, 2024factForm ADV

Owns (1)

← BRINES, STACY, LYNNOwnerMEMBER, ownership code A, individual
Jun 10, 2015 to Nov 22, 2024factForm ADV

Dated events

Occurred
Mar 29, 2022
Regulatory AUM changed
Sunesis Advisors, Llc reported RAUM $934.3M, up 50% from $622.4M (2021-12-08 to 2022-03-29)
Form ADVobserved 5 days ago
$312M
Occurred
Apr 6, 2020
Regulatory AUM changed
Sunesis Advisors, Llc reported RAUM $622.1M, down 29% from $873.9M (2019-03-26 to 2020-04-06)
Form ADVobserved 5 days ago
$-252M
Occurred
Mar 26, 2019
Control person left
Paul Jeffrey Rosenthal (Chief Compliance Officer) no longer on Schedule A of Sunesis Advisors, Llc (listed 2018-03-19, absent 2019-03-26)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bb4ae5e-938e-763f-af79-25bf01f8d407
First observed: Feb 14, 2012
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUNESIS ADVISORS, LLC

CRD 159114

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bb4ae5e-938e-763f-af79-25bf01f8d407

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHAD RICHARD BATTISON

n/a

OVERLAND PARK, KS

Jonathan Lane Kinne

n/a

OVERLAND PARK, KS

n/a

JOHN SPENCER BERNDT

n/a

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATTISON, CHAD, RICHARD

MANAGING MEMBER / CCO

yes

09/2011

Mar 17, 2026

BRINES, STACY, LYNN

Member

04/2015

Mar 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$1.5B

$1.4B

n/a

2024

Mar 13, 2025

$1.2B

$1.1B

n/a

2023

Mar 21, 2024

$1.2B

$1.1B

n/a

2022

Mar 27, 2023

$1.1B

$944M

n/a

2021

Mar 29, 2022

$934M

$829M

n/a

2020

Mar 22, 2021

$622M

$517M

n/a

2019

Apr 6, 2020

$622M

$490M

n/a

2018

Mar 26, 2019

$874M

$471M

n/a

2017

Mar 19, 2018

$822M

$444M

n/a

2016

Mar 28, 2017

$754M

$418M

n/a

2015

Mar 25, 2016

$693M

$320M

n/a

2014

Apr 1, 2015

$714M

$322M

n/a

2013

Mar 28, 2014

$599M

$163M

n/a

2012

Mar 26, 2013

$189M

$144M

n/a

2011

Mar 28, 2012

$141M

$92.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.2B

20.2%

$1.1B

10.6%