BURKHOLDER & ASSOCIATES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $287.4M |
| Discretionary | $274.2M95% of AUM |
| Non-Discretionary | $13.2M |
| Client Accounts | 404 |
| Avg Account Size | $711K |
| Employees | 4 |
| Peak AUM | $287.4MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $287M | +25.7% | +26.2% | — | |
| Discretionary AUM | $274M | ||||
Key Metrics
| Total AUM | $287.4M |
| Discretionary | $274.2M |
| Employees | 4 |
| Client Accounts | 404 |
| Client Range | 0 |
Contact & Location
Address
1250 CONNECTICUT AVE NW
WASHINGTON DC 20036
Phone
301-778-9970
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$274M
95.4% of AUM
Non-Discretionary
$13M
4.6% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution