{"url":"https://nivawealth.com/firms/burgess-chambers-and-associates-110164","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110164","regulatoryAum":165850650,"crd":"110164","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8340428","suffix":null,"lastName":"Bergman","firstName":"Caleb","middleName":"Richard"},{"crd":"5374869","suffix":null,"lastName":"BRENNAN","firstName":"MITCHEL","middleName":"STEVEN"},{"crd":"1713953","suffix":null,"lastName":"CHAMBERS","firstName":"BURGESS","middleName":"BUTLER"},{"crd":"4374086","suffix":null,"lastName":"COLE","firstName":"LARRY","middleName":"MICHAEL"},{"crd":"5298370","suffix":null,"lastName":"WAN","firstName":"FANG","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":68618395,"clients":21,"employees":11,"offices":2},{"filedOn":"2022-06-16","regulatoryAum":80294634,"clients":23,"employees":11,"offices":2},{"filedOn":"2023-03-07","regulatoryAum":138101982,"clients":24,"employees":11,"offices":2},{"filedOn":"2024-05-14","regulatoryAum":151702176,"clients":22,"employees":10,"offices":6},{"filedOn":"2025-04-17","regulatoryAum":166673813,"clients":22,"employees":10,"offices":6},{"filedOn":"2026-03-23","regulatoryAum":165850650,"clients":22,"employees":10,"offices":7}],"secFileNumber":"801-32111","legalName":"Burgess Chambers & Associates Inc","displayName":"Burgess Chambers & Associates","slug":"burgess-chambers-and-associates-110164","website":"https://burgesschambers.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_consultant","typeLabel":"Consultant","feeDisclosure":"payment_only"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"315 E. Robinson Street, Suite 690","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32801"},"tradeNames":["Bca"],"registration":{"secApproved":"23 May 1988","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":10,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":165850650,"discretionary":165850650,"discretionaryAccounts":22,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":72},"clientTypes":[{"label":"Individuals (other than HNW)","clients":11,"regulatoryAum":4972209},{"label":"High-net-worth individuals","clients":4,"fewerThan5":true,"regulatoryAum":25402195},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":39120814},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":1027223},{"label":"State or municipal government entities","clients":2,"fewerThan5":true,"regulatoryAum":90418982},{"label":"Other","clients":2,"fewerThan5":true,"regulatoryAum":4909227}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":165850650}],"custodyNote":"Burgess Chambers & Associates does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Burgess Chambers","title":"President and Chief Executive Officer","crd":"1713953"},{"name":"Robert Masrieh","title":"Chief Financial Officer","crd":"7081349"},{"name":"Dominique Moses","title":"Chief Compliance Officer","crd":"7843550"}],"ownership":[{"label":"Burgess Chambers","detail":"President and chief executive officer in the 75% or more ownership band and a control person, since March 1988."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":6},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"315 E. Robinson Street, Suite 690","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-644-0111","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Pension consulting services"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":56},{"label":"Securities issued by registered investment companies or business development companies","percent":42},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/110164/PDF/110164.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Burgess Chambers & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Burgess Chambers & Associates offer?","answer":"Burgess Chambers & Associates provides pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Burgess Chambers & Associates use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Burgess Chambers & Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Burgess Chambers & Associates invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Burgess Chambers & Associates?","answer":"Burgess Chambers & Associates’ direct owner is Burgess Chambers (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Burgess Chambers & Associates get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Burgess Chambers & Associates?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}