BURKHOLDER & ASSOCIATES, LLC

Overview

Burkholder & Associates, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines advisory services with broker-dealer registration and insurance brokerage activity, offering financial planning, portfolio management for individuals and small businesses, management of pooled vehicles, pension consulting, and selection of sub-advisers. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and discrete planning or consulting projects. Since registering with the SEC in 2021, the firm has acted as a capital allocator for client portfolios. Its operating model emphasizes delegated portfolio management (sub-adviser selection), use of mutual funds and managed funds, and selective use of alternative investments to supplement public holdings. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser despite maintaining offices in more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices