Burford Brothers, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 306574
- Registered since
- December 16, 2019
- Website
- burfordbrothers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.7%
- Individuals14%
- Pension & Profit Sharing Plans0.76%
- Charitable Organizations0.2%
- Other0.19%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Burford Brothers, Inc. is a corporation that registered with the SEC in 2019 and is owner-operated by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities42%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Other2%
Contacts
3 of 6
Charles Burford
Partner, Financial AdvisorCRD 5958171
Corbin Caudle
Managing DirectorCRD 6840960
Daniel Raggio
Investment Adviser RepresentativeCRD 6696030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$119M in ETFs
27%
$32.2M
73%
$86.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF (CGUS) | Capital Group | Active | Large Blend | $14M | 365,474 | 11.83% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 7001 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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