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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CatalystSignal value
- Established Date
- 12-16-2019
- Office Locations
- 1
Office Locations
About Burford Brothers, Inc.
BurfordCaudle Family Capital is a fee-only, independent wealth manager serving families, professionals, and business owners. The firm integrates comprehensive financial planning with investment management, emphasizing risk and debt management across defined time horizons and life events. It uses a “20/20 Formula” stewardship framework to map, monitor, and adjust plans; client assets are custodied with Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
CHARLES SCOTT BURFORD
President
- CRD
- #1658201
- Ownership
- 25% but less than 50%
CHARLES SCOTT BURFORD
Associate, Owner
- CRD
- #5958171
- Ownership
- 25% but less than 50%
Matrix delta
Foundation pathway
- CRD
- #74699
- Ownership
- 2.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Corbin Lawrence Caudle
--
- CRD
- #6840960
CRAIG LAWRENCE CAUDLE
Investment Advisor
- CRD
- #1773375
Pathway optima
Bridge pioneer peak
- CRD
- #69080
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $432,512,458 | $623,217 |
| Non-Discretionary | $7,695,808 | $47,505 |
| Total | $440,208,266 | $514,262 |
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Separately Managed Accounts
Total SMA Asset: $440,208,266
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $732,405,929 | 15.1% |
| Equity - Exchange | $562,642,965 | 11.6% |
| Cash | $1,231,994,079 | 25.4% |
| Other | $1,057,380,745 | 21.8% |
| U.S. Government/Agency | $1,265,946,671 | 26.1% |
| Total | $4,850,370,389 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL BEACON ZENITH | SIGNAL OAK | KWGK6BROZ | FORQ | 1.20% | $22,254,798 |
| CAPITAL BEACON PATHWAY | NORTH PATHWAY | CX47GJ7UB | IABX | 0.84% | $75,039,795 |
| PEAK ELEMENT WAVE | PIONEER PEAK | NAKSP65EZ | XOJ | 10.72% | $95,215,828 |
| OAK FUSION ATLAS | BEACON PRIME | BZ5F1ZA1W | HVJW | 1.19% | $51,690,988 |
| LEGACY VITAL | FOUNDATION MATRIX | URM6W5Y0M | PWC | 1.08% | $32,280,536 |
| TIMBER SIGNAL | VALUE LEGACY | QDRVG7SP3 | GITXS | 3.82% | $112,282,880 |
| VECTOR NORTH SUMMIT | VERTEX EAGLE | P8TWXUYTB | JLUW | 12.46% | $105,846,945 |
| MERIDIAN FRONTIER | WAVE EMBER | Y1963QZ1P | MZAN | 5.99% | $76,279,953 |