Burkholder & Associates, Llc
- Regulatory AUM
- $287M
- Discretionary
- $274M
- Clients
- 93
- Avg AUM / client
- $3.1M
- Accounts
- 404
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $15.1M | 5.25% |
| High net worth individuals | 70 | $263M | 91.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.9M | 3.09% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Edward Burkholder | Managing Member & Chief Compliance Officer | CFP | Jul 2016 (10y) | 75% or more |
| Kimberly Lindsay Bleck | Registered representative | CFP | Apr 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) | 06/11/2026 | 942 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $287M (100% of AUM) Jun 2026
- Ascensus Financial Services, Llc. $6.0M (4% of AUM) Nov 2023
- American Funds Distributors, Inc. $3.4M (2% of AUM) Nov 2023
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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗