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 privately owned corporate RIA that registered with the SEC in 2019 and operates under a percentage-of-AUM fee model. The firm serves both individual and family clients as well as institutional investors, and it identifies itself as a capital allocator that selects and places capital with external managers. Core advisory activities include portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not present itself 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 78Active vs passive
$133M in ETFs
26%
$34.4M
74%
$98.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF (CGUS) | Capital Group | Active | Large Blend | $16.5M | 370,125 | 12.38% |
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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