WATERTOWN, CTCRD 293013Latest ADV January 27, 2026
Burne Financial Concepts, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Watertown, CT. Its latest Form ADV filing, dated January 27, 2026, reports $114M in regulatory assets under management, 1 employee, and 411 accounts.
Assets Under Management
$114M
Employees
1
Offices
--
Total Clients
144
Primary office
WATERTOWN, CT
51 DEPOT STREET, SUITE 105 B, WATERTOWN, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
121
2
HNWI
16.0%
23
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of January 27, 2026
Discretionary100.0%
$114M
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.
Total AUM$114M
Total Accounts411
10Y AUM Change+$13M (+13.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee144:1
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.