Burr Financial Services provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Burr Financial Services reports 159 clients. They include 105 individual clients and 54 high-net-worth individuals. Of its assets, 100.0% ($138M across 314 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 27% |
| High-net-worth individuals | 34% | 73% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 105 | $36.9M | 26.7% | $351K |
| High-net-worth individuals | 54 | $101M | 73.3% | $1.87M |
| Total | 159 | $138M | 100% | $868K |
- Clients
- 105
- Regulatory AUM
- $36.9M
- AUM share
- 26.7%
- Avg. per client
- $351K
- Clients
- 54
- Regulatory AUM
- $101M
- AUM share
- 73.3%
- Avg. per client
- $1.87M
Total
- Clients
- 159
- Regulatory AUM
- $138M
- AUM share
- 100%
- Avg. per client
- $868K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Burr Financial Services charges up to 2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Brent Burr owns 50% to 75% of Burr Financial Services. The leadership team of Burr Financial Services includes Chief Compliance Officer Brent Burr. It has 3 employees.
Leadership
- Brent BurrOwner & Chief Compliance Officer
- Michael KilleenOwner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Burr Financial Services, LLC
Brent Burr
Control person · since August 2022
- Owns 50% to 75% of Burr Financial Services, LLC
Michael Killeen
Control person · since August 2022
Burr Financial Services’ regulatory assets grew 1.7× from $81.4M (March 2023) to $138M (March 2026); clients fell from 318 to 159 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $138M | 159 | 3 | 3 |
| February 2025 | $155M | 168 | 3 | 1 |
| July 2024 | $118M | 331 | 3 | 1 |
| March 2023 | $81.4M | 318 | 3 | 1 |
Besides its headquarters, Burr Financial Services has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Burr Financial Services, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 925-676-6007
- SEC file
- 801-126646
- Structure
- Nevada LLC
- Fiscal year end
- December
Burr Financial Services uses Charles Schwab ($138M) as custodian for its separately managed accounts. Burr Financial Services has custody of $65.2M in client assets for 75 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $138M100%
At year end, Burr Financial Services’ separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 26 positions; the largest are Nvidia Corporation (29.3%), Applied Matls Inc. (15.6%) and Taiwan Semiconductor Manufac (11.0%).
What the accounts hold
- Stocks97%
- Cash3%
Reported 13F holdings
- $161M
- Reported 13F value
- 26
- Positions
- 91.5%
- In the 10 largest
- +28.1%
- Value vs. prior quarter
- Nvidia Corporation29.3%
- Applied Matls Inc.15.6%
- Taiwan Semiconductor Manufac · Sponsored ADS11.0%
- Broadcom Inc.9.9%
- Micron Technology Inc.7.1%
- Palantir Technologies Inc. · CL A6.2%
- Meta Platforms Inc. · CL A5.8%
- Marvell Technology Inc.2.7%
- Amazon Com Inc.2.1%
- Lam Research Corp.1.8%
Together, the ten largest are 91.5% of reported value.
How many clients does Burr Financial Services have?
Burr Financial Services has 159 clients and manages $138 million for them, as of March 2026. They include 105 individual clients and 54 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Burr Financial Services offer?
Burr Financial Services provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Burr Financial Services charge?
Burr Financial Services charges up to 2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Burr Financial Services use?
Burr Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $138M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Burr Financial Services have?
Burr Financial Services has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Burr Financial Services invest in?
At the end of its last fiscal year, Burr Financial Services’ separately managed accounts held 97% exchange-traded equities and 3% 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 Burr Financial Services?
Burr Financial Services’ direct owners are Brent Burr (50% to 75%) and Michael Killeen (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Burr Financial Services get paid?
Burr Financial Services is paid through a percentage of assets under management. 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 Burr Financial Services?
Its phone number is 925-676-6007.