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BURGESS CHAMBERS & ASSOCIATES INC
CRD 110164File 801-32111
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$165.9M
Bottom 25% of cohort (national)
Discretionary AUM
$165.9M
Clients
20
22 accounts
Employees
10
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 23, 1988
- Principal office
- 315 E. ROBINSON STREET, SUITE 690, ORLANDO, FL, 32801
- Phone
- 407-644-0111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.9M
- Discretionary AUM
- $165.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | Fewer than 5 | $25.4M |
| Pension and profit sharing plans | Fewer than 5 | $39.1M |
| State or municipal government entities | Fewer than 5 | $90.4M |
| Individuals (other than high net worth individuals) | 11 | $5.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 22 | 20 | decreased by2 |
| Apr 1, 2026 | AUM | $166,673,813 | $165,850,650 | decreased by$823,163 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 22 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $80,294,634 | $166,673,813 | increased by$86,379,179 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 22 | decreased by1 |
| Apr 1, 2022 | Clients | 21 | 23 | increased by2 |
| Apr 1, 2022 | AUM | $68,618,395 | $80,294,634 | increased by$11,676,239 |
| Apr 1, 2022 | Accounts | 22 | 23 | increased by1 |
| 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 “BURGESS CHAMBERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURGESS CHAMBERS” 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.