Burkholder & Associates, LLC
Burkholder & Associates, LLC is an SEC-registered ria in Chevy Chase, MD with $287.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Burkholder & Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313338, SEC 801-120797, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $287.4M (2026-06-11)
- Firm type
- Ria
- Location
- Chevy Chase, MD
- Employees
- 4
- Clients
- 93
- CRD
- 313338
- Ownership
- BURKHOLDER, NICHOLAS, EDWARD
How much AUM does Burkholder & Associates, LLC have?
Burkholder & Associates, LLC reported $287.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Burkholder & Associates, LLC?
Disclosed owners and executives of Burkholder & Associates, LLC include BURKHOLDER, NICHOLAS, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.