DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Sunflower Wealth Advisors LLC

Former SEC-registered adviserSalina, KansasCRD 269963SEC 801-106482website IAPD

Latest filing Mar 27, 2026

First filing on the tape Jul 27, 2015 · 28 filings

SEC status approved since Aug 26, 2015

RAUM

$813M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

28 filings and snapshots on the tape

RAUM$813M as of Mar 27, 2026

Mar 24, 2016$283M then

HNW client RAUM$0 as of Mar 27, 2026

Mar 30, 2018$0 then

State-registered IARs (5.B.3)3 as of Mar 27, 2026

Mar 24, 20163 then

Employees (5.A)3 as of Mar 27, 2026

Mar 24, 20163 then

Private funds: no history

RAUM +6.3% over the last fiscal year+3.8% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

RAUM per advisor: $271MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $813MderivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +6.3%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: otherreportedItem 5.E
Advisory activities: portfolio management for businesses and institutionsreportedItem 5.G
Custody: $813M, 1 clientsreportedItem 9.A
Ownership: a bank, bancorp or trust company is a 50 percent or greater ownerderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
a related person acts as qualified custodian (9.D.2)
controlled by a public reporting company (10.A)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Banks and thrifts$813M100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 1reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $813M for 1 clientsreported
Compensation: n/areported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

2 left, 0 joined in 12 months

net -2 in 12 months2 left in 90 days0 joined in 90 days3 left over 36 months

Left, latest

Eric Michael Micheli to First Foundation Advisors
Jul 17, 2026 · Other
Michael Atticus Berens to First Foundation Advisors
Jul 17, 2026 · Other
Matthew Allen Heimann to Creativeone Wealth, LLC
Dec 5, 2023 · Other
Kevin M Churchill to Forefront
Aug 27, 2021 · Other

Joined, latest

Eric Michael Micheli from Wells Fargo Advisors
Jul 8, 2024 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for First Foundation Advisors
Jul 17, 2026 · Greenwood Village, Co

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Emery John Sawyer · President/Chief Compliance Officercontrol
since 05/2024 · owns less than 5%
James Matthew Henderson · Director Of Portfolio Management
since 09/2023 · owns less than 5%

Entity owners

Firstsun Capital Bancorp · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

Sunflower Agency, Inc.
real estaten
Sunflower Bank Na
custodiann

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Greenwood Village, Co	0	0	2	1
Leawood, Ks	0	0	0

Offices

Schedule D 1.F, the 25 largest

Greenwood Village, CO3 employees
Scottsdale, AZ1 employees

What changed

consecutive filings, newest first

Assets in custody · $764M to $813M
Oct 22, 2025 to Mar 27, 2026
Non-discretionary RAUM · $764M to $813M
Oct 22, 2025 to Mar 27, 2026
RAUM · $764M to $813M
Oct 22, 2025 to Mar 27, 2026
HQ city · LEAWOOD to SALINA
Aug 4, 2025 to Oct 22, 2025
Business name · LOGIA PORTFOLIO MANAGEMENT to SUNFLOWER WEALTH ADVISORS LLC
Mar 25, 2025 to Aug 4, 2025
Legal name · LOGIA PORTFOLIO MANAGEMENT LLC to SUNFLOWER WEALTH ADVISORS LLC
Mar 25, 2025 to Aug 4, 2025
Advisory employees · 1 to 3
Nov 27, 2024 to Mar 25, 2025
Assets in custody · $714M to $764M
Nov 27, 2024 to Mar 25, 2025
Employees · 1 to 3
Nov 27, 2024 to Mar 25, 2025
Financial planning clients · unset to
Nov 27, 2024 to Mar 25, 2025
State-registered IARs · 1 to 3
Nov 27, 2024 to Mar 25, 2025
Non-discretionary RAUM · $714M to $764M
Nov 27, 2024 to Mar 25, 2025
RAUM · $714M to $764M
Nov 27, 2024 to Mar 25, 2025
Other offices · 1 to 2
May 10, 2024 to Nov 27, 2024
Legal name · LOGIA PORTFOLIO MANAGEMENT, LLC to LOGIA PORTFOLIO MANAGEMENT LLC
Mar 27, 2024 to May 10, 2024
Assets in custody · $726M to $714M
Jan 18, 2024 to Mar 27, 2024
Financial planning clients · 1-10 to unset
Jan 18, 2024 to Mar 27, 2024
Non-discretionary RAUM · $726M to $714M
Jan 18, 2024 to Mar 27, 2024
RAUM · $726M to $714M
Jan 18, 2024 to Mar 27, 2024
Advisory employees · 2 to 1
Oct 27, 2023 to Jan 9, 2024
Employees · 2 to 1
Oct 27, 2023 to Jan 9, 2024
State-registered IARs · 2 to 1
Oct 27, 2023 to Jan 9, 2024
Other offices · 2 to 1
Mar 30, 2023 to Oct 27, 2023
Assets in custody · $1.2B to $726M
Mar 31, 2022 to Mar 30, 2023
Discretionary RAUM · $1.2B to $0
Mar 31, 2022 to Mar 30, 2023
Non-discretionary RAUM · $0 to $726M
Mar 31, 2022 to Mar 30, 2023
RAUM · $1.2B to $726M
Mar 31, 2022 to Mar 30, 2023
Related broker-dealer · true to false
Mar 31, 2022 to Mar 30, 2023
Advisory employees · 3 to 2
Aug 27, 2021 to Mar 31, 2022
Assets in custody · $1.1B to $1.2B
Aug 27, 2021 to Mar 31, 2022
Employees · 3 to 2
Aug 27, 2021 to Mar 31, 2022
State-registered IARs · 3 to 2
Aug 27, 2021 to Mar 31, 2022
Discretionary RAUM · $1.1B to $1.2B
Aug 27, 2021 to Mar 31, 2022
RAUM · $1.1B to $1.2B
Aug 27, 2021 to Mar 31, 2022
Related broker-dealer · false to true
Aug 27, 2021 to Mar 31, 2022
Advisory employees · 2 to 3
Mar 31, 2020 to Mar 12, 2021
Assets in custody · $633M to $1.1B
Mar 31, 2020 to Mar 12, 2021
Employees · 2 to 3
Mar 31, 2020 to Mar 12, 2021
State-registered IARs · 2 to 3
Mar 31, 2020 to Mar 12, 2021
Discretionary RAUM · $0 to $1.1B
Mar 31, 2020 to Mar 12, 2021

Signals

16 dated events

Sunflower Wealth Advisors Llc no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $812.8M)
Aug 3, 2026 · Left the SEC roster · derived
Eric Michael Micheli left Sunflower Wealth Advisors Llc for First Foundation Advisors (registered 2026-07-15)
Jul 17, 2026 · Advisor changed firm · fact
Michael Atticus Berens left Sunflower Wealth Advisors Llc for First Foundation Advisors (registered 2026-07-20)
Jul 17, 2026 · Advisor changed firm · fact
2 advisors left Sunflower Wealth Advisors LLC (Greenwood Village, CO) for First Foundation Advisors on the same day
Jul 17, 2026 · Team lift-out · derived
Sangmeen Christopher Shin (Chief Compliance Officer) no longer on Schedule A of Sunflower Wealth Advisors Llc (listed 2024-05-10, absent 2024-11-27)
Nov 27, 2024 · Control person left · inference
Emery John Sawyer (President) appeared on Schedule A of Sunflower Wealth Advisors Llc
May 10, 2024 · Control person joined · fact
Elizabeth Nancy Orr (Chief Compliance Officer) no longer on Schedule A of Sunflower Wealth Advisors Llc (listed 2023-10-27, absent 2024-01-09)
Jan 9, 2024 · Control person left · inference
Sangmeen Christopher Shin (Chief Compliance Officer) appeared on Schedule A of Sunflower Wealth Advisors Llc
Jan 9, 2024 · Control person joined · fact
Matthew Allen Heimann left Sunflower Wealth Advisors Llc for Creativeone Wealth, Llc (registered 2023-08-02)
Dec 5, 2023 · Advisor changed firm · fact
Sunflower Wealth Advisors Llc reported RAUM $725.9M, down 38% from $1.2B (2022-03-31 to 2023-03-30)
Mar 30, 2023 · RAUM change · derived
Elizabeth Nancy Orr (Chief Compliance Officer) appeared on Schedule A of Sunflower Wealth Advisors Llc
Mar 30, 2023 · Control person joined · fact
William Michael Winkel (President) no longer on Schedule A of Sunflower Wealth Advisors Llc (listed 2021-08-27, absent 2022-03-31)
Mar 31, 2022 · Control person left · inference
Marie Natalie Mason (Chief Compliance Officer) no longer on Schedule A of Sunflower Wealth Advisors Llc (listed 2021-03-12, absent 2021-08-27)
Aug 27, 2021 · Control person left · inference
Sunflower Wealth Advisors Llc reported RAUM $1.1B, up 73% from $633.4M (2020-03-31 to 2021-03-12)
Mar 12, 2021 · RAUM change · derived
Sunflower Wealth Advisors Llc reported RAUM $566.9M, up 98% from $286.7M (2017-06-15 to 2018-03-30)
Mar 30, 2018 · RAUM change · derived
Logia Portfolio Management filed its initial SEC registration (Form ADV)
Jul 27, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026