# Burnham & Company LLC

> Burnham & Company LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 319339
- Filed as: BURNHAM & COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319339
- AdvisorCensus page: https://advisorcensus.com/firm/burnham-and-company-llc-grand-rapids-mi-319339

## Quick answers

**How is Burnham & Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Burnham & Company LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Burnham & Company LLC located?**
Burnham & Company LLC's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Burnham & Company LLC registered with the SEC or a state?**
Burnham & Company LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 319339.

**How much does Burnham & Company LLC manage?**
Burnham & Company LLC reports $129,534,296 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).

**How have Burnham & Company LLC's assets and staff changed since 2022?**
In the Form ADV data for Burnham & Company LLC: Regulatory assets under management: $85,000,000 in the October 2022 data and $129,534,296 in the October 2026 data, up 52%. Total employees: 4 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Burnham & Company LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (44).

**Which custodians does Burnham & Company LLC use?**
Burnham & Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Burnham & Company LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319339

**What changed in Burnham & Company LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 2. Regulatory assets under management went from $117,727,072 to $129,534,296 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $129,534,296
- Discretionary: $129,534,296
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $39,001,217 |
| High net worth individuals | 44 | $68,615,137 |
| Charitable organizations | Fewer than 5 | $21,917,942 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, ME, MI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319339

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $85,000,000 | 4 | September 21, 2022 |
| October 2025 | $117,727,072 | 4 | March 5, 2025 |
| October 2026 | $129,534,296 | 2 | July 24, 2026 |

Regulatory assets under management: $85,000,000 in the October 2022 data and $129,534,296 in the October 2026 data, up 52%.
Total employees: 4 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.
- Regulatory assets under management went from $117,727,072 to $129,534,296 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burnham & Company LLC (CRD 319339): Form ADV filing data as of October 2026.