SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Burford Brothers, Inc.
Dallas, TX
CRD 306574
Firm filing updated June 18, 2026 ·
- $440.2MAssets
- 3Advisory staff
- 856Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals160
- High net worth individuals62
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 160 | $61.7 million |
| High net worth individuals | 62 | $372.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $3.4 million |
| Charitable organizations | Fewer than 5 clients | $882,365 |
| Corporations or other businesses not listed above | 5 | $618,606 |
| Other: "ESTATE" | Fewer than 5 clients | $829,115 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$440.2 million
- Accounts856
- Discretionary$432.5 million · 694 accounts
- Non-discretionary$7.7 million · 162 accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 306574, SEC file 801-117819.
- Registered with the SEC as an investment advisor (status date on record: December 16, 2019).
Is Burford Brothers, Inc. a fiduciary?
Short answer: Burford Brothers, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.