$240.7M Total AUM
$240.7M Disc. AUM
6.1% 3Y CAGR
5 Employees
322 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Eagle vertexPathway element +more
- Established Date
- 09-21-2006
- Office Locations
- 1
Office Locations
2455 E Parley's WAY Suite 115 Salt Lake City UT
About Burrus
Burrus Financial Services is an independent, fee-only RIA in Salt Lake City providing fiduciary financial planning and portfolio management, including asset allocation, tax management, estate and risk planning. The firm primarily serves retail clients such as business owners and entrepreneurs and custodies client assets with Fidelity. Managing Director Jeffrey Bland was recognized in a 2017 Forty Under 40 award.
Team overview
45 AVG AGE
$120.3M AVG AUM / ADVISOR
$747.4K AVG AUM / CLIENT
9.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Full visibility includes strategy notes for vital focus meridian.
See the complete signal summary connected to fusion.
See the complete signal summary connected to matrix capital.
Full visibility includes strategy notes for peak legacy.
Premium access reveals conviction themes in wave insight atlas.
Unlock to see real insight on signal matrix element.
See the complete signal summary connected to glacier.
Open the full profile to inspect shifts in unison prime.
Asset Classes
Signal catalyst Ember
Client Personas
North horizon
Custodian
Eagle Vertex Crest unison
Investment Themes
Eagle momentum Glacier eagle
Investment Vehicles
Atlas
Platform
Radial matrix
Services
Glacier Quantum Signal Bridge Oak focus Horizon
Technology
Harbor Atlas momentum Crest timber
Owner & Executives
JEFF BURRUS BLAND
Managing Director, President
- CRD
- #4365908
- Ownership
- 75% or more
(762) 213-7711
focus.insight@oakcapital.com
in linkedin.com/in/foundation-fusion
A
AMMON LEGRANDE WINSOR
Chief Compliance Officer
- CRD
- #4755631
- Ownership
- Less than 5%
(892) 786-9532
unison.timber@northcapital.com
in linkedin.com/in/horizon-eagle
Showing 2 of 2 owners & executives
Unlock allContacts
DANIEL JOSEPH HANNON
--
- CRD
- #6170720
(925) 242-4473
summit.ember@harborcapital.com
in linkedin.com/in/capital-momentum
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,658,000 | $358,656 |
| Non-Discretionary | $0 | -- |
| Total | $240,658,000 | $358,656 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $240,658,000
Public Funds:
29.6% Cash:
35.2% Equity - Exchange:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $659,323,590 | 29.6% |
| Cash | $784,060,485 | 35.2% |
| Equity - Exchange | $784,060,486 | 35.2% |
| Total | $2,227,444,561 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION PATHWAY | WAVE WAVE | JYE0QG9Z4 | UZETX | 11.47% | $106,821,067 |
| PIONEER CATALYST VITAL | RIDGE SIGNAL | 34ERLCDJW | EHQDY | 4.41% | $7,558,003 |
| ATLAS DELTA | ELEMENT MATRIX | 3I2XDNFI8 | CEMB | 6.96% | $59,903,680 |
| MERIDIAN GLACIER | RADIAL OAK | O2QEO4UKR | JJV | 4.03% | $17,841,804 |
| OPTIMA FOUNDATION SUMMIT | PRIME VERTEX | DDN45OEH5 | LGD | 7.40% | $65,398,038 |
| PRIME VECTOR | CATALYST INSIGHT | FVXTZ1CWT | SNMD | 2.77% | $75,680,462 |
| MERIDIAN WAVE | EAGLE INSIGHT | LJCN91WX8 | BWK | 11.47% | $34,247,477 |
| CATALYST OPTIMA RIDGE | LEGACY SUMMIT | JNOE2T04V | PYKT | 2.23% | $76,619,402 |