Burgess Chambers & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 23, 2026, reports $166M in regulatory assets under management, 10 employees, 6 offices, and 22 accounts.
Assets Under Management
$166M
Employees
10
Offices
6 offices
Total Clients
22
Primary office
ORLANDO, FL
315 E. ROBINSON STREET, SUITE 690, ORLANDO, FL, United States
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
11
2
HNWI
18.2%
4
3
Pension Plans
9.1%
2
4
Government
9.1%
2
5
FOUNDATION ACCOUNTS
9.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 23, 2026
Discretionary100.0%
$166M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$166M
Total Accounts22
10Y AUM Change+$166M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee2:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.