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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.
Reported data analysis
What the numbers show
Between February 10, 2025 and April 20, 2026, reported AUM increased 13.6%, from $904.0M to $1.0B.
Across 5 reported observations, AUM increased 23.7% between November 3, 2022 and April 20, 2026, from $829.8M to $1.0B.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 5 advisory representatives and 631 clients, or 126.2 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 49 years in operation. The source data was last updated on April 20, 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
- Investment Themes
- Investment Vehicles
- Services
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The full J.w.burns & Company, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
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
SMA allocation detail is available
J.w.burns & Company, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
J.w.burns & Company, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.