Our Firm

Sunmark Capital Management, LLC is a leading global asset management firm whose team has more than four decades of investment experience and a broad range of products across fixed income, equities, emerging markets and alternative investments.

Sunmark Capital Management, LLC is a member of the Sunmark Group, Inc. founded in 1991. Sunmark takes traditional service to the next level, providing clients with a comprehensive range of services to manage their financial life across generations. Our clients enjoy the peace of mind and time to enjoy their life based on knowing that we are leading their team every day to achieve their unique goals.

Sunmark’s clients include corporate pension plans, financial institutions, endowments and foundations, as well as high net worth individuals. Sunmark is headquartered in the Jacksonville Florida area with brokers throughout the United States. Sunmark works in close partnership with Financial Advisors to help build their businesses and meet the needs of their clients.

We offer objective investment counselling and financial planning to high-net-worth individuals, families and not-for-profit organizations. Sunmark Capital Management is an independent wealth management firm based in Jacksonville, Florida that serves select clients throughout the country. We offer objective, fee-only investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one.

Our goal is simple: to make sure our clients feel confident and secure about their financial future.