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THE BURNEY COMPANY
CRD 106945File 801-10232
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.59B
Top 25% of cohort (national)
Discretionary AUM
$3.59B
Clients
1,926
4,528 accounts
Employees
46
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 18, 1974
- Principal office
- 1800 ALEXANDER BELL DRIVE, SUITE 510, RESTON, VA, 20191
- Phone
- 866-928-7639
- Website
- HTTPS://BURNEY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.59B
- Discretionary AUM
- $3.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,528
- Non-discretionary accounts
- 0
- Total accounts
- 4,528
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $127.1M |
| Investment companies | 1 | $360.9M |
| Charitable organizations | Fewer than 5 | $11.0M |
| High net worth individuals | 904 | $2.59B |
| Pension and profit sharing plans | 22 | $75.3M |
| Individuals (other than high net worth individuals) | 976 | $424.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,932 | 1,926 | decreased by6 |
| Apr 1, 2026 | AUM | $3,136,984,434 | $3,588,662,390 | increased by$451,677,956 |
| Apr 1, 2026 | Accounts | 4,389 | 4,528 | increased by139 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 46 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,972 | 1,932 | decreased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,625,894,633 | $3,136,984,434 | increased by$511,089,801 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,162 | 4,389 | increased by227 |
| Oct 1, 2022 | Employees | 40 | 42 | increased by2 |
| Apr 1, 2022 | Employees | 43 | 40 | decreased by3 |
| Apr 1, 2022 | Clients | 1,881 | 1,972 | increased by91 |
| Apr 1, 2022 | AUM | $2,085,998,868 | $2,625,894,633 | increased by$539,895,765 |
| Apr 1, 2022 | Accounts | 3,890 | 4,162 | increased by272 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BURNEY COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURNEY COMPANY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.