CHEVY CHASE, MDCRD 313338Latest ADV February 27, 2026
Burkholder & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chevy Chase, MD. Its latest Form ADV filing, dated February 27, 2026, reports $287M in regulatory assets under management, 4 employees, 2 offices, and 404 accounts.
Assets Under Management
$287M
Employees
4
Offices
2 offices
Total Clients
93
Primary office
CHEVY CHASE, MD
2 WISCONSIN CIRCLE, SUITE 700, CHEVY CHASE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.3% of total clients.
Top client categories% of clientsClients
1
HNWI
75.3%
70
2
Individuals
24.7%
23
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$287Mas of February 27, 2026
Discretionary95.4%
$274M
95% of total RAUM95.4%
Non-discretionary4.6%
$13M
5% of total RAUM4.6%
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$287M
Total Accounts404
10Y AUM Change+$287M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee23:1
10Y Employee Change+1 (+33.3%)
* 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.