AdvisorCensus / Financial advisors / District of Columbia / Washington / The Burney Company
The Burney Company is an SEC-registered investment advisory firm in Reston, VA, registered since 1974, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is The Burney Company compensated?
On its Form ADV (Item 5.E, October 2026), The Burney Company reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is The Burney Company located?
The Burney Company's principal office is in Reston, VA, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is The Burney Company registered with the SEC or a state?
The Burney Company is an SEC-registered investment advisory firm, registered since 1974. Status as filed: Approved. CRD 106945.
How much does The Burney Company manage?
The Burney Company reports $3,588,662,390 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have The Burney Company's assets and staff changed since 2021?
In the Form ADV data for The Burney Company: Regulatory assets under management: $2,085,998,868 in the October 2021 data and $3,588,662,390 in the October 2026 data, up 72%. Total employees: 43 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Burney Company serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (976); high net worth individuals (904); pension and profit sharing plans (but not the plan participants or government pension plans) (22).
Which custodians does The Burney Company use?
The Burney Company'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 The Burney Company 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/106945
Does The Burney Company state an account minimum?
Its Form ADV Part 2A brochure dated March 29, 2026 says: "The standard minimum account size for the Burney Company is $750,000. However, portfolio managers can accept portfolios of lesser value at their discretion."
What changed in The Burney Company's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $3,136,984,434 to $3,588,662,390 (+14%). Added an office in Brentwood, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $750,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The standard minimum account size for the Burney Company is $750,000. However, portfolio managers can accept portfolios of lesser value at their discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$3,588,662,390 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1974 (52 years)
- Employees
- Total: 46. Performing investment advisory functions: 42.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the April 2026 filing
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,588,662,390 | 46 | March 30, 2026 |
| October 2025 | $3,136,984,434 | 46 | May 8, 2025 |
| October 2024 | $2,680,712,693 | 42 | August 14, 2024 |
| October 2023 | $2,250,234,810 | 41 | March 24, 2023 |
| October 2022 | $2,625,894,633 | 42 | September 15, 2022 |
| October 2021 | $2,085,998,868 | 43 | July 6, 2021 |
Regulatory assets under management: $2,085,998,868 in the October 2021 data and $3,588,662,390 in the October 2026 data, up 72%.
Total employees: 43 in October 2021 and 46 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $3,136,984,434 to $3,588,662,390 (+14%).
- Added an office in Brentwood, TN.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Burney Company (CRD 106945): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-burney-company-reston-va-106945