AdvizorPro

Burkholder & Associates, LLC

Burkholder & Associates, LLC. CRD 313338

Burkholder & Associates, LLC logo

CRD: 313338

Burkholder & Associates, LLC

Washington, DC, 20036
3017789970
$287.4M Total AUM
$274.2M Disc. AUM
-- 3Y CAGR
4 Employees
93 ADV. Clients
5 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
SummitOak oak
Established Date
04-15-2021
Office Locations
2

Office Locations

1250 Connecticut AVE NW 7TH Floor Washington DC
-- Lewes DE

About Burkholder & Associates, LLC

Burkholder & Associates, LLC is an independent RIA providing customized financial and investment planning focused on clients’ goals, life and legacy. The team supports individuals/families and business owners with portfolio construction, retirement and estate/charitable planning, and risk management. Investment implementation includes public funds and ETFs (with fixed-income exposure), with primary custody through Fidelity/NFS.

Team overview

52 AVG AGE
$143.7M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
5.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

Request access to benchmark trends tied to harbor.
Premium access reveals conviction themes in vector element signal.
Premium access reveals conviction themes in signal matrix.
Upgrade to reveal position-level detail across beacon alpha.
See the complete signal summary connected to matrix.
See the complete signal summary connected to harbor fusion.
Upgrade to reveal position-level detail across alpha peak.
Upgrade to reveal position-level detail across eagle quantum.

Asset Classes

Pathway vital Quantum radial

Client Personas

Element

Custodian

Oak bridge Vector focus Ridge pioneer Matrix

Investment Themes

Ridge Radial beacon Ember Prime

Investment Vehicles

Value north Bridge vertex

Platform

Capital north

Services

Momentum oak Peak Wave delta Timber quantum Capital Pioneer Insight Vital atlas Peak unison Pathway

Technology

Beacon Vital pathway

Owner & Executives

N

NICHOLAS EDWARD BURKHOLDER

Chief Compliance Officer, Managing Member, Principal

CRD
#4728289
Ownership
75% or more
(289) 984-8339
capital.zenith@insightcapital.com
in linkedin.com/in/meridian-value

Showing 1 of 1 owners & executives

Unlock all

Contacts

KIMBERLY LINDSAY BLECK

KIMBERLY LINDSAY BLECK

--

CRD
#5727806
(328) 898-6367
zenith.ember@momentumcapital.com
in linkedin.com/in/fusion-momentum

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-11-2022
11-17-2023
03-15-2024
11-13-2025
06-11-2026
Category Assets AVG. Account size
Discretionary $274,153,528 $685,384
Non-Discretionary $13,207,650 $3,301,913
Total $287,361,178 $711,290

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $287,361,178

$287.4M Total SMA
Public Funds:
37.8%
Equity - Exchange:
7.2%
Cash:
12.9%
Municipal Bonds:
16.9%
Corporate - Investment Grade:
25.2%
Asset class Assets Assets %
Public Funds $2,668,778,914 37.8%
Equity - Exchange $508,338,841 7.2%
Cash $910,773,756 12.9%
Municipal Bonds $1,193,184,223 16.9%
Corporate - Investment Grade $1,779,185,942 25.2%
Total $7,060,261,676 100.0%

Start a free trial and
prospect smarter