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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-09-1977
- Office Locations
- 1
Office Locations
About J.w.burns & Company, Inc.
J.W. Burns & Company is an independent, SEC-registered, fee-only investment counseling firm serving individual and institutional clients across Central New York and the Northeast. The team provides separately managed accounts and comprehensive financial planning, using a disciplined long-term equity approach that avoids market timing and emphasizes low portfolio turnover. Portfolios commonly use ETFs and mutual funds, and the firm custodians through Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES C BURNS
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, Owner, President
- CRD
- #2560905
- Ownership
- 75% or more
Andrew James Derrenbacker
Corporate Secretary, Partner
- CRD
- #7405007
- Ownership
- 10% but less than 25%
Pathway crest
Frontier unison
- CRD
- #18634
- Ownership
- 42.2%
Showing 2 of 3 owners & executives
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Edward A. Grassi
Vice President
- CRD
- #7405025
Thaddeus Malley
Financial Advisor
- CRD
- #7405051
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $991,851,346 | $753,686 |
| Non-Discretionary | $34,958,526 | $4,994,075 |
| Total | $1,026,809,872 | $776,122 |
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Separately Managed Accounts
Total SMA Asset: $1,026,809,872
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $743,312,079 | 22.6% |
| Public Funds | $743,312,079 | 22.6% |
| Cash | $1,105,101,144 | 33.6% |
| U.S. Government/Agency | $697,266,198 | 21.2% |
| Total | $3,288,991,500 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VITAL | HORIZON INSIGHT | HIM04AAVK | XHK | 6.86% | $109,647,953 |
| VERTEX ATLAS HARBOR | CREST VALUE | FQ1OV1J08 | CCMQK | 0.87% | $90,865,058 |
| CAPITAL ALPHA | FUSION CAPITAL | WQY7NYBG0 | HKNW | 9.39% | $91,504,983 |
| ELEMENT WAVE | EAGLE PATHWAY | IK4CVNZ4K | EOEFG | 8.52% | $92,569,451 |
| FOCUS OPTIMA ATLAS | PRIME ATLAS | HAFMO5EFJ | IWY | 6.34% | $26,694,317 |
| FUSION PATHWAY FOCUS | OAK ELEMENT | F0KQCE69X | AQPQF | 11.37% | $46,342,362 |
| PIONEER RADIAL | PEAK PRIME | 6UO6J5V58 | BSEGG | 4.20% | $88,756,866 |
| LEGACY PRIME | VALUE VECTOR | UB7QNJ3WX | VZK | 6.68% | $115,844,727 |