Burkholder & Associates, LLC
● SEC registered since 2021CRD 313338SEC# 801-120797Washington, DC
Reg. AUM
$287.4M
Employees
4
Accounts
404
Location
Washington, DC
Burkholder & Associates, LLC assets under management
Burkholder & Associates, LLC operates as an SEC-registered investment adviser based in Washington, DC. The firm has been registered since 2021. It reports $287.4 million in regulatory assets under management and employs 4 people.
Burkholder & Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Edward Burkholder Control | Managing Member & Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Burkholder & Associates, LLC manage?
Burkholder & Associates, LLC reports $287.4 million in regulatory assets under management on its Form ADV.
How many employees does Burkholder & Associates, LLC have?
Burkholder & Associates, LLC reports 4 employees.
Where is Burkholder & Associates, LLC located?
Burkholder & Associates, LLC is based in Washington, DC and has been SEC-registered since 2021.
Does Burkholder & Associates, LLC disclose fund performance?
Burkholder & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036 |
| Phone | 301-778-9970 |
| Fax | N/A |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$287.4M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$287.4Mregulatory AUM
Discretionary $274.2MNon-discretionary $13.2M