# Burgess Chambers & Associates Inc

> 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.

- CRD: 110164
- Filed as: BURGESS CHAMBERS & ASSOCIATES INC
- Also doing business as: BCA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110164
- AdvisorCensus page: https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164

## Quick answers

**How is Burgess Chambers & Associates Inc compensated?**
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).

**Where is Burgess Chambers & Associates Inc located?**
Burgess Chambers & Associates Inc's principal office is in Orlando, FL, according to its Form ADV.

**Is Burgess Chambers & Associates Inc registered with the SEC or a state?**
Burgess Chambers & Associates Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110164.

**How much does Burgess Chambers & Associates Inc manage?**
Burgess Chambers & Associates Inc reports $165,850,650 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Burgess Chambers & Associates Inc's assets and staff changed since 2021?**
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.

**What types of clients does Burgess Chambers & Associates Inc serve?**
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).

**Which custodians does Burgess Chambers & Associates Inc use?**
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.

**Does Burgess Chambers & Associates 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/110164

**Does Burgess Chambers & Associates Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "BCA does not have a minimum account size requirement."

**What changed in Burgess Chambers & Associates Inc's recent Form ADV filings?**
In the April 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> BCA does not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $165,850,650
- Discretionary: $165,850,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,972,209 |
| High net worth individuals | 4 | $25,402,195 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $39,120,814 |
| Charitable organizations | 1 | $1,027,223 |
| State or municipal government entities (including government pension plans) | 2 | $90,418,982 |
| Other | 2 | $4,909,227 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 1988 (38 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burgesschambers.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $68,618,395 | 11 | August 5, 2021 |
| October 2022 | $80,294,634 | 11 | June 16, 2022 |
| October 2023 | $138,101,982 | 11 | October 2, 2023 |
| October 2024 | $151,702,176 | 10 | May 14, 2024 |
| October 2025 | $166,673,813 | 10 | April 17, 2025 |
| October 2026 | $165,850,650 | 10 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burgess Chambers & Associates Inc (CRD 110164): Form ADV filing data as of October 2026.