← Directory
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.
CRD 297648File 801-113856
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.2M
Bottom 25% of cohort (national)
Discretionary AUM
$142.3M
Non-discretionary $1.8M
Clients
98
411 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 17, 2018
- Principal office
- 120 ADELAIDE STREET WEST, SUITE 2500, TORONTO, ONTARIO, M5H 1T1
- Phone
- 416 622 0466
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.2M
- Discretionary AUM
- $142.3M
- Non-discretionary AUM
- $1.8M
- Discretionary accounts
- 407
- Non-discretionary accounts
- 4
- Total accounts
- 411
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $125.1M |
| Individuals (other than high net worth individuals) | 54 | $19.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
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 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.