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BURGESS CHAMBERS & ASSOCIATES INC
CRD 110164File 801-32111
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 22 | 20 |
| 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.