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| Happy Holidays!! thanks for using AUM13F!! |
| The Burney Company
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| CRD # | 106945 |
| SEC # | 801-10232 |
| CIK # | 0000940445 |
| AUM | $3.1 B (2025-05-08) |
| Employees | 46 (91% Investors, 0% Brokers) |
| Phone | 866-928-7639 |
| Address | 1800 Alexander Bell Drive Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Capital One Financial Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| McKesson Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Arista Networks Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,063 | 0.5 |
| (b) Individuals (high net worth individuals) | 822 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 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 | 22 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,389 | 3.1 |
| By Discretionary | ||
| Discretionary | 4,309 | 3.1 |
| Non-Discretionary | 80 | 0.0 |
| Total | 4,389 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 4,389 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000940445] |
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|---|---|---|
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CO | 3.2 |
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Lion Street Advisors LLC
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3.2 | |
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R Squared BM LLC
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CA | 3.2 |
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Biltmore Family Office LLC
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NC | 3.2 |
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Evensky & Katz LLC
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FL | 3.1 |
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Valor Advisors LLC
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FL | 3.1 |
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LaSalle Investment Management Securities LLC
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|
MD | 3.1 |
|
Moors & Cabot Inc
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MA | 3.1 |
|
Courier Capital LLC
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NY | 3.1 |