# 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.

- CRD: 106945
- Filed as: THE BURNEY COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106945
- AdvisorCensus page: https://advisorcensus.com/firm/the-burney-company-reston-va-106945

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> 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 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: $3,588,662,390
- Discretionary: $3,588,662,390
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 976 | $424,510,284 |
| High net worth individuals | 904 | $2,589,915,344 |
| Investment companies | 1 | $360,895,300 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 22 | $75,279,991 |
| Charitable organizations | 3 | $10,965,061 |
| Corporations or other businesses not listed above | 20 | $127,096,410 |

### 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

### Firm details
- Registered since: 1974 (52 years)
- Employees: 46 total, 42 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Brentwood, TN
- Indian Land, SC
- Johns Creek, GA
- Nashville, TN
- Richmond, VA

### Websites listed on Form ADV (Item 1.I)
- burney.com
- burneyadvisorservices.com
- burneyetfs.com
- burneyinvest.com
- burneywealth.com
- poweredbyetfs.com
- Facebook @BURNEYWEALTHMANAGEMENT
- Instagram @BURNEYWEALTHMANAGEMENT
- LinkedIn @BURNEYWEALTHMANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,085,998,868 | 43 | July 6, 2021 |
| October 2022 | $2,625,894,633 | 42 | September 15, 2022 |
| October 2023 | $2,250,234,810 | 41 | March 24, 2023 |
| October 2024 | $2,680,712,693 | 42 | August 14, 2024 |
| October 2025 | $3,136,984,434 | 46 | May 8, 2025 |
| October 2026 | $3,588,662,390 | 46 | March 30, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Burney Company (CRD 106945): Form ADV filing data as of October 2026.