{"url":"https://nivawealth.com/firms/burr-financial-services-323114","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323114","regulatoryAum":138061061,"crd":"323114","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2358166","suffix":null,"lastName":"BURR","firstName":"BRENT","middleName":"GAYLON"},{"crd":"2048680","suffix":null,"lastName":"KILLEEN","firstName":"MICHAEL","middleName":"PATRICK"},{"crd":"7333458","suffix":null,"lastName":"WOOD","firstName":"RYAN","middleName":"GREGORY"}],"total":3,"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":"2023-03-24","regulatoryAum":81418747,"clients":318,"employees":3,"offices":1},{"filedOn":"2024-07-02","regulatoryAum":118484911,"clients":331,"employees":3,"offices":1},{"filedOn":"2025-02-07","regulatoryAum":155380627,"clients":168,"employees":3,"offices":1},{"filedOn":"2026-03-02","regulatoryAum":138061061,"clients":159,"employees":3,"offices":3}],"secFileNumber":"801-126646","legalName":"Burr Financial Services, LLC","displayName":"Burr Financial Services","slug":"burr-financial-services-323114","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Nevada limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"29 September 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":868308.5597484277,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":138061061,"discretionary":138061061,"discretionaryAccounts":314,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":105,"regulatoryAum":36880626},{"label":"High-net-worth individuals","clients":54,"regulatoryAum":101180435}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013158","versionId":1013158,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-02","documentName":"FORM ADV PART 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:18:20.025737+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013158","versionId":1013158,"submittedOn":"2026-03-02"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":138061061}],"custodyNote":"Burr Financial Services has custody of $65.2M in client assets for 75 clients.","otherCustodians":[],"leadership":[{"name":"Brent Burr","title":"Owner & Chief Compliance Officer","crd":"2358166"},{"name":"Michael Killeen","title":"Owner","crd":"2048680"}],"ownership":[{"label":"Brent Burr","detail":"Owner & chief compliance officer in the 50% to 75% ownership band and a control person, since August 2022."},{"label":"Michael Killeen","detail":"Owner in the 50% to 75% ownership band and a control person, since August 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-676-6007","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"2 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323114/PDF/323114.pdf","brochureDate":"2 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013158","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Burr Financial Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Burr Financial Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Burr Financial Services charge?","answer":"Burr Financial Services charges up to 2.00% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Burr Financial Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Burr Financial Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Burr Financial Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Burr Financial Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Burr Financial Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Burr Financial Services?","answer":"Its phone number is 925-676-6007.","source":"Form ADV Part 1A, Item 1.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/burr-financial-services-323114/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-11","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1966297/000208585326000968/0002085853-26-000968-index.html","totalValue":161161051,"positionCount":26,"top10Share":0.9145173606493793,"top10":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":47250170,"shares":236145,"shareType":"SH","priorValue":42326476,"priorShares":242698},{"issuer":"APPLIED MATLS 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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."}