Overview
Assets Under Management: $229 million
Headquarters: CHEVY CHASE, MD
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Frequently Asked Questions
BURKHOLDER & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313338), BURKHOLDER & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
BURKHOLDER & ASSOCIATES, LLC is headquartered in CHEVY CHASE, MD.
BURKHOLDER & ASSOCIATES, LLC serves 64 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, BURKHOLDER & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
BURKHOLDER & ASSOCIATES, LLC manages $229 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, BURKHOLDER & ASSOCIATES, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 384
Discretionary Accounts: 380
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 313338
Filing ID: 2027480
Last Filing Date: 2025-11-13 14:28:20
Website: 2