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| The Burney Company
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| CRD # | 106945 |
| SEC # | 801-10232 |
| CIK # | 0000940445 |
| AUM | 3,588.7 M (2026-03-30) |
| Employees | 46 (91% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-928-7639 |
| Address | 1800 Alexander Bell Drive Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/29/2026) [Brochure] |
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ITEM 7 –TYPES OF CLIENTS A. Clients and Minimum Account Requirements The Burney Company mostly provides investment advice to individuals; however, we also service the portfolios of small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The standard minimum account size for The Burney Company is $750,000. However, portfolio managers can accept portfolios of lesser value at their discretion. |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Arista Networks Inc | 0.0 | ||
| Expedia Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Parker Hannifin Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 976 | 0.4 |
| (b) Individuals (high net worth individuals) | 904 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 0.1 |
| (h) Charitable organizations | 3 | 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 | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,528 | 3.6 |
| By Discretionary | ||
| Discretionary | 4,302 | 3.5 |
| Non-Discretionary | 226 | 0.1 |
| Total | 4,528 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 4,528 | 3.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000940445] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 1,936 (1 non-US) |
| Serves | Institutional, Retail |
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