# Burkholder & Associates, LLC

> Burkholder & Associates, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 313338
- Filed as: BURKHOLDER & ASSOCIATES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313338
- AdvisorCensus page: https://advisorcensus.com/firm/burkholder-and-associates-llc-washington-dc-313338

## Quick answers

**How is Burkholder & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Burkholder & Associates, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Burkholder & Associates, LLC charge?**
Its Form ADV Part 2A brochure dated June 11, 2026 states: Flat fee: $5,000 to $50,000 (creating client pension consulting plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Burkholder & Associates, LLC located?**
Burkholder & Associates, LLC's principal office is in Washington, DC, according to its Form ADV.

**Is Burkholder & Associates, LLC registered with the SEC or a state?**
Burkholder & Associates, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313338.

**How much does Burkholder & Associates, LLC manage?**
Burkholder & Associates, LLC reports $287,361,178 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (95% discretionary).

**How have Burkholder & Associates, LLC's assets and staff changed since 2021?**
In the Form ADV data for Burkholder & Associates, LLC: Regulatory assets under management: $140,590,000 in the October 2021 data and $287,361,178 in the October 2026 data, up 104%. Total employees: 3 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 Burkholder & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (23).

**Which custodians does Burkholder & Associates, LLC use?**
Burkholder & Associates, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Burkholder & Associates, LLC 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/313338

**Does Burkholder & Associates, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 11, 2026 says: "There is no account minimum for any of B&A LLC’s services."

**What changed in Burkholder & Associates, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $228,580,819 to $287,361,178 (+26%).

## 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 June 11, 2026)

- Account minimum: None

> There is no account minimum for any of B&A LLC’s services.

- Flat fee: $5,000 to $50,000 (creating client pension consulting plans)

> The negotiated fixed rate for creating client financial plans is between $5,000 and $50,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $287,361,178
- Discretionary: $274,153,528
- Non-discretionary: $13,207,650

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $15,076,237 |
| High net worth individuals | 70 | $263,401,069 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,883,872 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, DE, FL, LA, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burkholderassociates.com
- LinkedIn @burkholder-associates

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,590,000 | 3 | September 29, 2021 |
| October 2022 | $142,114,650 | 5 | July 11, 2022 |
| October 2023 | $145,687,815 | 5 | July 17, 2023 |
| October 2024 | $186,500,000 | 4 | March 15, 2024 |
| October 2025 | $228,580,819 | 4 | March 20, 2025 |
| October 2026 | $287,361,178 | 4 | June 11, 2026 |

Regulatory assets under management: $140,590,000 in the October 2021 data and $287,361,178 in the October 2026 data, up 104%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $228,580,819 to $287,361,178 (+26%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burkholder & Associates, LLC (CRD 313338): Form ADV filing data as of October 2026.