B
$56.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-04-2006
- Office Locations
- 1
Office Locations
872 Main Street Osterville MA
About Burr & Company, LLC
Burr & Company, LLC is an Osterville, MA RIA led by CFP John Borden Williams. The firm builds income-oriented equity portfolios focused on high-quality dividend growers, aiming to protect accumulated wealth, generate current income, and grow assets for future generations. It provides asset management plus financial and estate planning, often implemented with ETFs, grounded in John Burr Williams' dividend discount model.
Team overview
56 AVG AGE
$56.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Quantum pioneer Quantum
Client Personas
Quantum insight
Custodian
Summit
Investment Themes
Value
Investment Vehicles
Insight
Services
Ridge pathway Glacier Meridian Pathway Prime
Owner & Executives
JOHN BORDEN WILLIAMS
Chief Compliance Officer, Managing Member, Managing Principal
- CRD
- #4885676
- Ownership
- 75% or more
(460) 873-6044
meridian.pioneer@insightcapital.com
in linkedin.com/in/vertex-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $56,104,384 | $1,034,451 |
| Total | $56,104,384 | $1,034,451 |
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Separately Managed Accounts
Total SMA Asset: $56,104,384
Equity - Exchange:
23.2% Cash:
43.6% U.S. Government/Agency:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $134,715,982 | 23.2% |
| Cash | $253,173,139 | 43.6% |
| U.S. Government/Agency | $192,783,217 | 33.2% |
| Total | $580,672,338 | 100.0% |