Burt Asset Management, Inc.
● SEC registered since 2025CRD 125967SEC# 801-132486
Reg. AUM
$117M
Employees
1
Accounts
184
Location
—
Burt Asset Management, Inc. assets under management
Burt Asset Management, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $117 million in regulatory assets under management and employs 1 people.
Burt Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Knight Burt Control | President & Chief Compliance Officer | 50-75% | 1998 |
| Trudy Paugh Burt Control | Vice President & Secretary | 50-75% | 1998 |
Frequently asked questions
How much does Burt Asset Management, Inc. manage?
Burt Asset Management, Inc. reports $117 million in regulatory assets under management on its Form ADV.
How many employees does Burt Asset Management, Inc. have?
Burt Asset Management, Inc. reports 1 employees.
Does Burt Asset Management, Inc. disclose fund performance?
Burt Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 770-475-3701 |
| Office hours | 9 a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$117Mregulatory AUM
Discretionary $117M