Burt Associates, Incorporated
CRD 105211SEC# 801-23924North Bethesda, MD
No longer SEC-registered. Burt Associates, Incorporated appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$876.2M
Employees
15
Accounts
1,364
Location
North Bethesda, MD
Burt Associates, Incorporated assets under management
Burt Associates, Incorporated is a registered investment adviser overseen by the SEC based in North Bethesda, MD. It reports $876.2 million in regulatory assets under management and employs 15 people.
Burt Associates, Incorporated owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bai Holdings, Incorporated Control | Holding Company | Over 75% | 2003 |
| Frederick Joseph Cornelius Control | President, Ceo And Chief Compliance Officer | Under 5% | 2003 |
| Maria Georgeanne Cornelius Control | Executive Vice President | Under 5% | 2003 |
Frequently asked questions
How much does Burt Associates, Incorporated manage?
Burt Associates, Incorporated reports $876.2 million in regulatory assets under management on its Form ADV.
How many employees does Burt Associates, Incorporated have?
Burt Associates, Incorporated reports 15 employees.
Where is Burt Associates, Incorporated located?
Burt Associates, Incorporated is based in North Bethesda, MD.
Does Burt Associates, Incorporated disclose fund performance?
Burt Associates, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6116 Executive Blvd, Suite 550, North Bethesda, MD 20852 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$876.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$876.2Mregulatory AUM
Discretionary $876.2M