|
⚲
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| The Burney Company
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|
|---|---|
| CRD # | 106945 |
| SEC # | 801-10232 |
| CIK # | 0000940445 |
| AUM | $3.6 B (2026-03-30) |
| Employees | 46 (91% Investors, 0% Brokers) |
| Phone | 866-928-7639 |
| Address | 1800 Alexander Bell Drive Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 976 | 0.4 |
| (b) Individuals (high net worth individuals) | 904 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 0.1 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,528 | 3.6 |
| By Discretionary | ||
| Discretionary | 4,302 | 3.5 |
| Non-Discretionary | 226 | 0.1 |
| Total | 4,528 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 4,528 | 3.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000940445] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Welch Group LLC
✚
|
AL | 3.7 |
|
Frost Investment Services LLC
✚
|
TX | 3.7 |
|
Mozaic LLC
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|
CA | 3.6 |
|
Ulrich Consulting and Investment Group LLC
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|
NM | 3.6 |
|
SAX Wealth Advisors LLC
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|
NJ | 3.6 |
|
Courier Capital LLC
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|
NY | 3.6 |
|
Steele Capital Management Inc
✚
|
IA | 3.5 |
|
Visionary Wealth Advisors LLC
✚
|
MO | 3.5 |
|
Bryn Mawr Trust Advisors LLC
✚
|
PA | 3.5 |
|
Equity Investment Corporation
✚
|
GA | 3.5 |