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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-22-2022
- Office Locations
- 1
Office Locations
About Burl Investment Management, LLC
Burl Investment Management is a Lexington, KY boutique RIA led by CFA charterholder Michael S. Potapov. The firm provides investment management and wealth/financial planning for individuals and families, emphasizing long-term, best-ideas equity investing focused on avoiding permanent loss and staying within a defined circle of competence. Portfolios are diversified across risk exposures and commonly implemented with ETFs and public funds, custodied at Schwab. Publishes Equity and Balanced composite fact sheets.
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Owner & Executives
MIKHAIL SERGEYEVICH POTAPOV
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4804415
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,773,083 | -- |
| Non-Discretionary | $497,927 | -- |
| Total | $32,271,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,271,010
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $862,912,736 | 24.5% |
| Public Funds | $637,498,797 | 18.1% |
| Cash | $313,466,259 | 8.9% |
| Equity - OTC | $482,526,714 | 13.7% |
| U.S. Government/Agency | $1,225,688,296 | 34.8% |
| Total | $3,522,092,802 | 100.0% |