Burgess Chambers & Associates provides pension consulting.
Burgess Chambers & Associates reports 22 clients. They include 11 individual clients, 4 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($166M across 22 accounts) are managed with discretion. It advised 72 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 3% |
| High-net-worth individuals | 18% | 15% |
| Pension and profit-sharing plans | 9% | 24% |
| Charitable organizations | 5% | <1% |
| State or municipal government entities | 9% | 55% |
| Other client typesOther | 9% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 11 | $4.97M | 3.0% | $452K |
| High-net-worth individuals | Fewer than 5 | $25.4M | 15.3% | $6.35M |
| Pension and profit-sharing plans | Fewer than 5 | $39.1M | 23.6% | $19.6M |
| Charitable organizations | Fewer than 5 | $1.03M | 0.6% | $1.03M |
| State or municipal government entities | Fewer than 5 | $90.4M | 54.5% | $45.2M |
| Other | Fewer than 5 | $4.91M | 3.0% | $2.45M |
| Total | 22 | $166M | 100% | — |
- Clients
- 11
- Regulatory AUM
- $4.97M
- AUM share
- 3.0%
- Avg. per client
- $452K
- Clients
- Fewer than 5
- Regulatory AUM
- $25.4M
- AUM share
- 15.3%
- Avg. per client
- $6.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $39.1M
- AUM share
- 23.6%
- Avg. per client
- $19.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.03M
- AUM share
- 0.6%
- Avg. per client
- $1.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $90.4M
- AUM share
- 54.5%
- Avg. per client
- $45.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.91M
- AUM share
- 3.0%
- Avg. per client
- $2.45M
Total
- Clients
- 22
- Regulatory AUM
- $166M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 72
- Private funds advised
- 0
Burgess Chambers & Associates is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Burgess Chambers owns 75% or more of Burgess Chambers & Associates. Burgess Chambers is CEO; the leadership team includes Chief Financial Officer Robert Masrieh and Chief Compliance Officer Dominique Moses. It has 10 employees, 4 of them in advisory roles.
Leadership
- Burgess ChambersPresident and Chief Executive Officer
- Robert MasriehChief Financial Officer
- Dominique MosesChief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Caleb Richard Bergman
- Mitchel Steven Brennan
- Burgess Butler Chambers
- Larry Michael Cole
- Fang Wan
Staff
- 10 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Burgess Chambers & Associates Inc
Burgess Chambers
Control person · since March 1988
Burgess Chambers & Associates’ regulatory assets grew 2.4× from $68.6M (March 2021) to $166M (March 2026); clients were 22 in both filings and employees fell from 11 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $166M | 22 | 10 | 7 |
| April 2025 | $167M | 22 | 10 | 6 |
| May 2024 | $152M | 22 | 10 | 6 |
| March 2023 | $138M | 24 | 11 | 2 |
| June 2022 | $80.3M | 23 | 11 | 2 |
| March 2021 | $68.6M | 21 | 11 | 2 |
Besides its headquarters, Burgess Chambers & Associates has 6 offices (6 private residences, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 315 E. Robinson Street, Suite 690, OrlandoHQ
Other business names
Burgess Chambers & Associates has reported 1 other business name to the SEC.
- Bca
Contact and registration details
- Legal name
- Burgess Chambers & Associates Inc
- Headquarters
- 315 E. Robinson Street, Suite 690, Orlando, FL 32801
- Website
- burgesschambers.com
- Phone
- 407-644-0111
- SEC file
- 801-32111
- Structure
- Florida corporation
- Fiscal year end
- December
Burgess Chambers & Associates uses Charles Schwab ($166M) as custodian for its separately managed accounts. Burgess Chambers & Associates does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $166M100%
At year end, Burgess Chambers & Associates’ separately managed accounts were mostly in bonds (56%) and funds (42%).
What the accounts hold
- Stocks1%
- Funds42%
- Bonds56%
- Cash1%
How many clients does Burgess Chambers & Associates have?
Burgess Chambers & Associates has 22 clients and manages $166 million for them, as of March 2026. They include 11 individual clients, 4 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Burgess Chambers & Associates offer?
Burgess Chambers & Associates provides pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Burgess Chambers & Associates use?
Burgess Chambers & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $166M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Burgess Chambers & Associates have?
Burgess Chambers & Associates has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Burgess Chambers & Associates invest in?
At the end of its last fiscal year, Burgess Chambers & Associates’ separately managed accounts held 56% U.S. government and agency bonds, 42% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Burgess Chambers & Associates?
Burgess Chambers & Associates’ direct owner is Burgess Chambers (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Burgess Chambers & Associates get paid?
Burgess Chambers & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Burgess Chambers & Associates?
Burgess Chambers & Associates’ main office is at 315 E. Robinson Street, Suite 690, Orlando, FL 32801. Its phone number is 407-644-0111. Its website is burgesschambers.com.