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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-20-2010
- Office Locations
- 1
Office Locations
About Burnside AND Co.
Burnside and Co. is an Oregon City, OR RIA delivering its FSX (Financial Stewardship eXperience) with a proactive, personalized client experience. The firm provides financial planning, insurance guidance, and portfolio construction/asset allocation, with a client tilt toward entrepreneurs. Portfolios are predominantly ETF-based in SMAs and custodied primarily at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $865.0K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Burnside AND Co. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CHRISTIAN BURNSIDE
Investment Advisor
- CRD
- #2427107
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,600,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Burnside AND Co. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.