# Burton Enright Welch

> Burton Enright Welch is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 118376
- Filed as: BURTON ENRIGHT WELCH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118376
- AdvisorCensus page: https://advisorcensus.com/firm/burton-enright-welch-walnut-creek-ca-118376

## Quick answers

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

**Where is Burton Enright Welch located?**
Burton Enright Welch's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Burton Enright Welch registered with the SEC or a state?**
Burton Enright Welch is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 118376.

**How much does Burton Enright Welch manage?**
Burton Enright Welch reports $1,553,063,539 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (91% discretionary).

**How have Burton Enright Welch's assets and staff changed since 2021?**
In the Form ADV data for Burton Enright Welch: Regulatory assets under management: $869,510,634 in the October 2021 data and $1,553,063,539 in the October 2026 data, up 79%. Total employees: 11 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Burton Enright Welch serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (371); individuals (other than high net worth individuals) (241); pension and profit sharing plans (but not the plan participants or government pension plans) (40).

**Which custodians does Burton Enright Welch use?**
Burton Enright Welch'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 Burton Enright Welch 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/118376

**Does Burton Enright Welch state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "We do not have a minimum fee." "We do not have an investment minimum for new clients."

**What changed in Burton Enright Welch's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in GA, NV.

## 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

> We do not have a minimum fee.

> We do not have an investment minimum for new clients.

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: $1,553,063,539
- Discretionary: $1,408,307,907
- Non-discretionary: $144,755,632

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 241 | $108,615,541 |
| High net worth individuals | 371 | $1,279,818,172 |
| 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) | 40 | $160,740,875 |
| Charitable organizations | 0 | Not reported |
| 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 | Fewer than 5 | $3,888,951 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 19 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, ID, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bewinvest.com
- nextdoor.com/pages/burton-enright-welch-walnut-creek-ca-1
- LinkedIn @burton-enright-welch

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $869,510,634 | 11 | April 8, 2021 |
| October 2022 | $1,035,154,309 | 16 | June 27, 2022 |
| October 2023 | $922,643,880 | 17 | March 22, 2023 |
| October 2024 | $1,133,790,712 | 16 | May 14, 2024 |
| October 2025 | $1,245,864,655 | 17 | February 19, 2025 |
| October 2026 | $1,553,063,539 | 19 | July 29, 2026 |

Regulatory assets under management: $869,510,634 in the October 2021 data and $1,553,063,539 in the October 2026 data, up 79%.
Total employees: 11 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in GA, NV.

### April 2026
- Regulatory assets under management went from $1,245,864,655 to $1,553,063,539 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burton Enright Welch (CRD 118376): Form ADV filing data as of October 2026.