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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2012
- Office Locations
- 1
Office Locations
About Burgeon Capital
Burgeon Capital is a boutique, independent wealth manager and Texas-registered RIA serving a small group of clients with one-on-one financial planning and investment management. The firm uses an open-architecture approach to select vendors and investment managers without corporate mandates; client assets are custodied at Charles Schwab. Portfolios emphasize public funds and ETFs alongside cash and high-quality bonds.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN LEE FRALIN
Chief Compliance Officer, President, Principal
- CRD
- #4705209
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,334,113 | -- |
| Non-Discretionary | $27,852,099 | -- |
| Total | $93,186,212 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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