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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 18, 2025 and June 18, 2026, reported AUM increased 21.8%, from $361.3M to $440.2M.
Across 5 reported observations, AUM increased 79.5% between October 17, 2022 and June 18, 2026, from $245.3M to $440.2M.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 3 advisory representatives and 234 clients, or 78 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- 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%
Showing 2 of 3 owners & executives
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Corbin Lawrence Caudle
Managing Director
- CRD
- #6840960
CRAIG LAWRENCE CAUDLE
Investment Advisor
- CRD
- #1773375
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
SMA allocation detail is available
Burford Brothers, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Burford Brothers, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.