THE BURNEY COMPANY

CRD 106945File 801-10232

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.59B

Top 25% of cohort (national)

Discretionary AUM

$3.59B

Clients

1,926

4,528 accounts

Employees

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://BURNEYADVISORSERVICES.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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.