The Burney Company
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 106945
· SEC file 801-10232
· Reston, VA
· BURNEYADVISORSERVICES.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $3.6B
- Discretionary
- $3.6B
- Clients
- 1,926
- Avg AUM / client
- $1.9M
- Accounts
- 4,528
- Employees
- 46
AUM over time
$799M
$3.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 976 | $425M | 11.8% |
| High net worth individuals | 904 | $2.6B | 72.2% |
| Investment companies | 1 | $361M | 10.1% |
| Pension and profit sharing plans | 22 | $75.3M | 2.1% |
| Charitable organizations | 3 | $11.0M | 0.31% |
| Corporations and other businesses | 20 | $127M | 3.54% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (41)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Durrell Hunt | Director, Shareholder | Nov 1987 (39y) | 5% – 10% | |
| Peter Christopher Woolston | Director | Jan 1991 (36y) | Less than 5% | |
| John Michael Daley | Director | Jul 1991 (35y) | Less than 5% | |
| Lowell Dorrance Pratt | President, Chairman, Shareholder | CFA | Mar 1992 (34y) | 50% – 75% |
| Richard Elmer Bauchspies | Director, Shareholder | CFA | Jan 1993 (34y) | 5% – 10% |
| Stewart, William, Abbott | Chief Operating Officer /Shareholder | Jan 2006 (21y) | 5% – 10% | |
| Sherrie Parks Campbell | Director | Sep 2007 (19y) | Less than 5% | |
| John William Drerup | Director | Jan 2010 (17y) | Less than 5% | |
| Andrew Joseph Pratt | Director | Jun 2013 (13y) | Less than 5% | |
| Walsh, Martin | Director, Shareholder | May 2015 (11y) | 5% – 10% | |
| Shen, Xin | Director, Shareholder | Mar 2016 (10y) | 5% – 10% | |
| Newman, Michael, Joseph | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Kenneth Elliott Stanley | Registered representative | Sep 1987 (39y) | ||
| Christine Richter Arlitt | Registered representative | Jan 1992 (35y) | ||
| Evgeny Vyacheslavovich Gushcha | Registered representative | Sep 2009 (17y) | ||
| Bijal Harshad Patel | Registered representative | Jul 2012 (14y) | ||
| Alexandru Cristian Kevorchian | Registered representative | Feb 2013 (13y) | ||
| Leslie Smith Sinyard | Registered representative | Nov 2016 (10y) | ||
| Kyle Patrick Mcfarland | Registered representative | CFP | Dec 2016 (10y) | |
| Jodi Lee Bowman | Registered representative | Jan 2017 (10y) | ||
| Fariba Shahbaz | Registered representative | Nov 2017 (9y) | ||
| Brenna Renee Allsopp | Registered representative | CFP | Jan 2019 (8y) | |
| Robert Louis Pratt | Registered representative | Sep 2020 (6y) | ||
| Harriet Bridjett Fountain | Registered representative | Apr 2021 (5y) | ||
| Brian Quantrille | Registered representative | Oct 2021 (5y) | ||
| Albert John Mullan | Registered representative | Oct 2022 (4y) | ||
| Anne Arden Majors | Registered representative | Feb 2024 (3y) | ||
| Clayton Pierce Owen | Registered representative | Apr 2024 (2y) | ||
| Erin Eileen Evans | Registered representative | May 2024 (2y) | ||
| Emily Medling Stokes | Registered representative | Oct 2024 (2y) | ||
| Zachary Charles Ellington | Registered representative | Feb 2025 (1y) | ||
| Owen George Hendershot | Registered representative | Oct 2025 (1y) | ||
| Cameron Read Bishop | Registered representative | Oct 2025 (1y) | ||
| Hannah Camille Vass | Registered representative | Nov 2025 (1y) | ||
| Adam Michael Newman | Registered representative | CFP | Dec 2025 (1y) | |
| Kenny Danny Mezher | Registered representative | CFA | Dec 2025 (1y) | |
| Brayden Thomas Oswald | Registered representative | CFP | Feb 2026 (0y) | |
| Robert Boston Smith | Registered representative | Mar 2026 (0y) | ||
| Joel Andrew Sanjay Sues | Registered representative | Mar 2026 (0y) | ||
| Dylan Jacob Ibarra | Registered representative | CFP | Jun 2026 (0y) | |
| Nathaniel Cole Willson | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Burney Company | Company | May 2024 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 930 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.8B (77% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗