Burk Holdings LLC
● SEC registered since 2023CRD 305300SEC# 801-128555Tulsa, OK
Reg. AUM
$379.9M
Employees
8
Accounts
920
Location
Tulsa, OK
Burk Holdings LLC assets under management
Burk Holdings LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2023. It reports $379.9 million in regulatory assets under management and employs 8 people.
Burk Holdings LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Douglas Burkholder Control | Member/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Burk Holdings LLC manage?
Burk Holdings LLC reports $379.9 million in regulatory assets under management on its Form ADV.
How many employees does Burk Holdings LLC have?
Burk Holdings LLC reports 8 employees.
Where is Burk Holdings LLC located?
Burk Holdings LLC is based in Tulsa, OK and has been SEC-registered since 2023.
Does Burk Holdings LLC disclose fund performance?
Burk Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5014 E 101st Street, Suite 200, Tulsa, OK 74137 |
| Phone | 918-727-7100 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$379.9M▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$379.9Mregulatory AUM
Discretionary $379.9M