Burgess Investment Group, Llc
- Regulatory AUM
- $147M
- Discretionary
- $146M
- Clients
- 864
- Avg AUM / client
- $170K
- Accounts
- 864
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 784 | $84.7M | 57.6% |
| High net worth individuals | 78 | $61.4M | 41.7% |
| Charitable organizations | 2 | $1.0M | 0.7% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clemmy Lou Osborne | Registered representative | Jun 2023 (3y) | ||
| Matthew Hastings | Registered representative | Jan 2024 (3y) | ||
| Edward Louis Heiser | Registered representative | May 2024 (2y) | ||
| Johnathan Brett Burgess | Registered representative | Jun 2024 (2y) | ||
| Luke Maloney Grimes | Registered representative | Jun 2024 (2y) | ||
| Tyler Decker | Registered representative | Oct 2024 (2y) | ||
| Elizabeth Faith Mungo | Registered representative | Jul 2025 (1y) | ||
| Kyle Ryan Conner | Registered representative | Oct 2025 (1y) | ||
| Alan Yahir Pedraza | Registered representative | Mar 2026 (0y) |
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) | 06/09/2026 | 1.18 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $147M (100% of AUM) Jun 2026
- SEI Private Trust $147M (100% of AUM) Apr 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: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗