Burns J W & Co Inc
- Regulatory AUM
- $1.0B
- Discretionary
- $992M
- Clients
- 631
- Avg AUM / client
- $1.6M
- Accounts
- 1,323
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Investments (13F portfolio — 189 positions, $959,471,870)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | Stock | $86,406,546 | 298,613 | 9.01% | 8.42% |
| 2 | Alphabet Class C | Stock | $47,376,427 | 134,085 | 4.94% | 4.61% |
| 3 | Microsoft Corp | Stock | $44,260,356 | 118,654 | 4.61% | 4.31% |
| 4 | Vanguard Total Stock Market Etf | ETF | $37,520,545 | 101,396 | 3.91% | 3.65% |
| 5 | Visa Inc | Stock | $35,386,431 | 103,140 | 3.69% | 3.45% |
| 6 | Amazon Inc | Stock | $33,209,872 | 139,338 | 3.46% | 3.23% |
| 7 | Nasdaq 100 Etf | ETF | $33,036,121 | 44,862 | 3.44% | 3.22% |
| 8 | Vanguard International Dividend Etf | ETF | $32,863,098 | 334,655 | 3.43% | 3.2% |
| 9 | Nvidia Corporation Com | Stock | $29,016,377 | 145,017 | 3.02% | 2.83% |
| 10 | Jpmorgan Chase & Co Com | Stock | $25,393,831 | 77,579 | 2.65% | 2.47% |
| 11 | Vanguard Dividend Appreciation Etf | ETF | $25,290,861 | 106,884 | 2.64% | 2.46% |
| 12 | Ishares Core S&P Mid Cap Etf | ETF | $23,496,347 | 304,712 | 2.45% | 2.29% |
| 13 | Berkshire Hathaway B | Stock | $20,492,222 | 40,953 | 2.14% | 2.0% |
| 14 | Rtx Corporation Com | Stock | $14,442,424 | 76,121 | 1.51% | 1.41% |
| 15 | Morgan Stanley Com New | Stock | $13,609,415 | 65,104 | 1.42% | 1.33% |
| 16 | Johnson & Johnson Com | Stock | $13,586,094 | 53,495 | 1.42% | 1.32% |
| 17 | Ishares Core S&P Small Cap Etf | ETF | $13,372,451 | 90,166 | 1.39% | 1.3% |
| 18 | Costco Wholesale | Stock | $13,311,506 | 14,230 | 1.39% | 1.3% |
| 19 | Palo Alto Networks Inc Com | Stock | $12,689,354 | 37,210 | 1.32% | 1.24% |
| 20 | Mcdonalds Corp Com | Stock | $12,399,115 | 45,870 | 1.29% | 1.21% |
| 21 | Vanguard High Dividend Etf | ETF | $12,275,405 | 77,678 | 1.28% | 1.2% |
| 22 | Netflix Inc. Com | Stock | $11,607,887 | 162,575 | 1.21% | 1.13% |
| 23 | Chevron Corp | Stock | $10,945,450 | 66,032 | 1.14% | 1.07% |
| 24 | Meta Platforms Inc Cl A | Stock | $10,662,438 | 18,929 | 1.11% | 1.04% |
| 25 | Vanguard Total International Stock Etf | ETF | $10,433,410 | 122,042 | 1.09% | 1.02% |
Top 25 of 189 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 305 | $94.9M | 9.24% |
| High net worth individuals | 267 | $785M | 76.4% |
| Pension and profit sharing plans | 13 | $29.4M | 2.87% |
| Charitable organizations | 30 | $95.9M | 9.34% |
| Corporations and other businesses | 16 | $22.0M | 2.14% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter N Bunitsky | Treasurer/Director | Sep 1990 (36y) | Less than 5% | |
| James C Burns | Owner/President/Ceo/Director/Chief Compliance Officer | CFA | Dec 2012 (14y) | 75% or more |
| Andrew James Derrenbacker | Corporate Secretary | CFP CFA | Jul 2021 (5y) | Less than 5% |
| Thaddeus Malley | Registered representative | CFP | Jul 2021 (5y) | |
| Edward A. Grassi | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 940 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $823M (80% of AUM) Apr 2026
- Wells Fargo $71.5M (10% of AUM) Nov 2023
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: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗