Burford Brothers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 16, 2026, reports $440M in regulatory assets under management, 4 employees, and 856 accounts.
Assets Under Management
$440M
Employees
4
Offices
--
Total Clients
234
Primary office
DALLAS, TX
7001 PRESTON ROAD, SUITE 405, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
160
2
HNWI
26.5%
62
3
Corporations
2.1%
5
4
Pension Plans
1.3%
3
5
Charitable
0.9%
2
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$440Mas of April 16, 2026
Discretionary98.3%
$433M
98% of total RAUM98.3%
Non-discretionary1.7%
$8M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$440M
Total Accounts856
10Y AUM Change+$440M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee59:1
10Y Employee Change+3 (+300.0%)
* 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.