SA
SUNESIS ADVISORS, LLC
SEC RegisteredOVERLAND PARK, KShttps://sunesisadvisors.com913-815-4460
Assets Under Management
$1B–$5B
Employees
8
Office Locations
1 office
Total Accounts
527
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $1.4B |
0 total clients reported on Form ADV.
Leadership
Chad Richard Battison
MANAGING MEMBER / CCO
Office locations
1 office in 1 state
KS
OVERLAND PARKHQ
Regulatory & compliance
CRD number
#159114
SEC Number
801-72788
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $5,000,000 (waivable)
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
sunesisadvisors.comPhone
913-815-4460Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUNESIS ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.