# Burt Asset Management, Inc.

> Burt Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 125967
- Filed as: BURT ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125967
- AdvisorCensus page: https://advisorcensus.com/firm/burt-asset-management-inc-125967

## Quick answers

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

**How much does Burt Asset Management, Inc. charge?**
Its Form ADV Part 2A brochure dated May 14, 2026 states: Hourly rate: $80 an hour (individual one-time investment consultation for clients who do not wish or…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Burt Asset Management, Inc. registered with the SEC or a state?**
Burt Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 125967.

**How much does Burt Asset Management, Inc. manage?**
Burt Asset Management, Inc. reports $116,959,077 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**How have Burt Asset Management, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Burt Asset Management, Inc.: Regulatory assets under management: $106,777,349 in the October 2025 data and $116,959,077 in the October 2026 data, up 10%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Burt Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (21).

**Which custodians does Burt Asset Management, Inc. use?**
Burt Asset Management, 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 Burt Asset Management, 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/125967

**Does Burt Asset Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 14, 2026 says: "There is no minimum account size."

## 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 May 14, 2026)

- Account minimum: None

> There is no minimum account size.

- Hourly rate: $80 an hour (individual one-time investment consultation for clients who do not wish or…)

> An hourly rate of $80 per hour is charged for individual one-time investment consultation for clients who do not wish or need continuous investment advisory service.

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: $116,959,077
- Discretionary: $116,959,077
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $19,423,956 |
| High net worth individuals | 21 | $92,901,088 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,634,033 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

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

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $106,777,349 | 1 | April 9, 2025 |
| October 2026 | $116,959,077 | 1 | May 14, 2026 |

Regulatory assets under management: $106,777,349 in the October 2025 data and $116,959,077 in the October 2026 data, up 10%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burt Asset Management, Inc. (CRD 125967): Form ADV filing data as of October 2026.