# Burford Brothers, Inc.

> Burford Brothers, Inc. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 306574
- Filed as: BURFORD BROTHERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306574
- AdvisorCensus page: https://advisorcensus.com/firm/burford-brothers-inc-dallas-tx-306574

## Quick answers

**How is Burford Brothers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Burford Brothers, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Burford Brothers, Inc. located?**
Burford Brothers, Inc.'s principal office is in Dallas, TX, according to its Form ADV.

**Is Burford Brothers, Inc. registered with the SEC or a state?**
Burford Brothers, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306574.

**How much does Burford Brothers, Inc. manage?**
Burford Brothers, Inc. reports $440,208,266 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (98% discretionary).

**How have Burford Brothers, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Burford Brothers, Inc.: Regulatory assets under management: $192,599,000 in the October 2021 data and $440,208,266 in the October 2026 data, up 129%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Burford Brothers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (62); corporations or other businesses not listed above (5).

**Which custodians does Burford Brothers, Inc. use?**
Burford Brothers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Burford Brothers, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306574

**What changed in Burford Brothers, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $440,208,266
- Discretionary: $432,512,458
- Non-discretionary: $7,695,808

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $61,650,693 |
| High net worth individuals | 62 | $372,873,160 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $3,354,327 |
| Charitable organizations | 2 | $882,365 |
| Corporations or other businesses not listed above | 5 | $618,606 |
| Other | 2 | $829,115 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burfordbrothers.com
- Facebook @burfordbrothers
- LinkedIn @burford-brothers-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,599,000 | 2 | January 13, 2021 |
| October 2022 | $245,300,000 | 2 | July 7, 2022 |
| October 2023 | $233,300,000 | 2 | March 21, 2023 |
| October 2024 | $300,352,900 | 4 | March 27, 2024 |
| October 2025 | $361,328,374 | 4 | February 18, 2025 |
| October 2026 | $440,208,266 | 4 | June 18, 2026 |

Regulatory assets under management: $192,599,000 in the October 2021 data and $440,208,266 in the October 2026 data, up 129%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $361,328,374 to $440,208,266 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burford Brothers, Inc. (CRD 306574): Form ADV filing data as of October 2026.