Burford Brothers, Inc.

RIASEC Registered

Total AUM

$440M

Discretionary

$433M

98% of AUM

Avg account

$514K

Accounts

856

Employees

4

Advisory reps

7

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

FINTRX

Overview

Burford Brothers, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2019. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm identifies itself as a capital allocator and does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds48%
Exchange Traded Equities42%
US Government Bonds2%
Cash & Cash Equivalents2%
Other2%

Contacts

3 of 7

Charles Burford
Partner, Financial AdvisorCRD 5958171
Craig Caudle
PartnerCRD 1773375
Charles Burford
PartnerCRD 1658201

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 77

Active vs passive

$133M in ETFs

Passive

26%

$34.4M

Active

74%

$98.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
CAPITAL GROUP CORE EQUITY ETF (CGUS)	Capital Group	Active	Large Blend	$16.5M	370,125	12.41%

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Primary office

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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