Burk Holdings Llc
- Regulatory AUM
- $380M
- Discretionary
- $380M
- Clients
- 268
- Avg AUM / client
- $1.4M
- Accounts
- 920
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 114 | $28.8M | 7.59% |
| High net worth individuals | 152 | $347M | 91.3% |
| Pension and profit sharing plans | 1 | $769K | 0.2% |
| Charitable organizations | 1 | $3.4M | 0.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bok Financial 401(k) Plan Bokf, Na | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Douglas Burkholder | Member/Chief Compliance Officer | CFA | Mar 2017 (9y) | 75% or more |
| Joseph Hanson | Registered representative | Sep 2021 (5y) | ||
| Carli Renee Smith | Registered representative | CFP | Mar 2024 (2y) | |
| Michael Brock Tillman | Registered representative | Jan 2025 (2y) | ||
| Valentin Jean Claude Alain Tranier | Registered representative | Mar 2025 (1y) | ||
| Sarah Ashley Bremer | Registered representative | Apr 2025 (1y) | ||
| Rachel Navon Kleinman | Registered representative | CFP | Apr 2026 (0y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bok Financial 401(k) Plan | Bokf, Na | 4,961 | $1.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.06 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $331M (87% of AUM) Mar 2026
- Fidelity Brokerage Services $40.1M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 25, 2026.
View current Form ADV (SEC/IAPD) ↗