|
⚲
|
| Keyboard |
| Burton Enright Welch
✚
|
|
|---|---|
| CRD # | 118376 |
| SEC # | 801-68890 |
| CIK # | 0002105919 |
| AUM | 1,553.1 M (2026-03-23) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 925-932-8010 |
| Address | 1850 Mt Diablo Boulevard Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 13.1 | ||
| Apple Inc | 9.8 | ||
| McKesson Corp | 8.9 | ||
| Nvidia Corp | 6.1 | ||
| Lincoln Electric Holdings Inc | 6.0 | ||
| Broadcom Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 108.6 |
| (b) Individuals (high net worth individuals) | 371 | 1,279.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 160.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,350 | 1,553.1 |
| By Discretionary | ||
| Discretionary | 2,312 | 1,408.3 |
| Non-Discretionary | 38 | 144.8 |
| Total | 2,350 | 1,553.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 1,551.1 | |
| Total | 2,350 | 1,553.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105919] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MJP Associates Inc
✚
|
CT | 1,561.8 M |
|
Royal Fund Management LLC
✚
|
FL | 1,557.5 M |
|
Roble Belko and Company Inc
✚
|
PA | 1,552.9 M |
|
Regatta Capital Group LLC
✚
|
CA | 1,551.7 M |
|
Murray Financial Group LLC
✚
|
MN | 1,551.2 M |
|
CCM Investment Advisers LLC
✚
|
SC | 1,549.6 M |
|
Tritonpoint Wealth LLC
✚
|
MD | 1,549.5 M |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1,544.4 M |
|
Activ8 Family Office LLC
✚
|
VA | 1,542.4 M |
|
Cutler Investment Counsel LLC
✚
|
OR | 1,541.7 M |