{
  "crd_number": 110164,
  "slug": "burgess-chambers-and-associates-inc-orlando-fl-110164",
  "primary_business_name": "BURGESS CHAMBERS & ASSOCIATES INC",
  "legal_name": "BURGESS CHAMBERS & ASSOCIATES INC",
  "dbas": [
    "BCA"
  ],
  "city": "Orlando",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-05-23",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 165850650.0,
  "raum_discretionary": 165850650.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 4909227.0,
      "count": 2,
      "description": "FOUNDATION ACCOUNTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1027223.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 4972209.0,
      "count": 11
    },
    "state_municipal": {
      "raum": 90418982.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 39120814.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 25402195.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://burgesschambers.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110164",
  "city_as_filed": "ORLANDO",
  "url": "https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164",
  "display_name": "Burgess Chambers & Associates Inc",
  "summary": "Burgess Chambers & Associates Inc is an SEC-registered investment advisory firm in Orlando, FL, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Burgess Chambers & Associates Inc (CRD 110164): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Burgess Chambers & Associates Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Burgess Chambers & Associates Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Burgess Chambers & Associates Inc located?",
      "a": "Burgess Chambers & Associates Inc's principal office is in Orlando, FL, according to its Form ADV."
    },
    {
      "q": "Is Burgess Chambers & Associates Inc registered with the SEC or a state?",
      "a": "Burgess Chambers & Associates Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110164."
    },
    {
      "q": "How much does Burgess Chambers & Associates Inc manage?",
      "a": "Burgess Chambers & Associates Inc reports $165,850,650 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Burgess Chambers & Associates Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Burgess Chambers & Associates Inc: Regulatory assets under management: $68,618,395 in the October 2021 data and $165,850,650 in the October 2026 data, up 142%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Burgess Chambers & Associates Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (4); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Burgess Chambers & Associates Inc use?",
      "a": "Burgess Chambers & Associates 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."
    },
    {
      "q": "Does Burgess Chambers & Associates Inc report any disciplinary disclosures?",
      "a": "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/110164"
    },
    {
      "q": "Does Burgess Chambers & Associates Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"BCA does not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Burgess Chambers & Associates Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 68618395.0,
      "total_employees": 11,
      "filing_date": "2021-08-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 80294634.0,
      "total_employees": 11,
      "filing_date": "2022-06-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 138101982.0,
      "total_employees": 11,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 151702176.0,
      "total_employees": 10,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 166673813.0,
      "total_employees": 10,
      "filing_date": "2025-04-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 165850650.0,
      "total_employees": 10,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "BCA does not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "BCA does not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 4972209.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": true,
      "raum": 25402195.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 39120814.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1027223.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 90418982.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 4909227.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110164",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}