SALT LAKE CITY, UTCRD 141435Latest ADV March 16, 2026
Burrus is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 16, 2026, reports $241M in regulatory assets under management, 5 employees, and 671 accounts.
Assets Under Management
$241M
Employees
5
Offices
--
Total Clients
322
Primary office
SALT LAKE CITY, UT
2455 E PARLEY'S WAY, SUITE 115, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
243
2
HNWI
24.5%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of March 16, 2026
Discretionary100.0%
$241M
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$241M
Total Accounts671
10Y AUM Change+$60M (+33.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* 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.