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BURFORD BROTHERS, INC.
CRD 306574File 801-117819
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$440.2M
Below cohort median (national)
Discretionary AUM
$432.5M
Non-discretionary $7.7M
Clients
232
856 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 16, 2019
- Principal office
- 7001 PRESTON ROAD, SUITE 405, DALLAS, TX, 75205
- Phone
- 214-523-2333
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $440.2M
- Discretionary AUM
- $432.5M
- Non-discretionary AUM
- $7.7M
- Discretionary accounts
- 694
- Non-discretionary accounts
- 162
- Total accounts
- 856
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $619K |
| Charitable organizations | Fewer than 5 | $882K |
| High net worth individuals | 62 | $372.9M |
| Pension and profit sharing plans | Fewer than 5 | $3.4M |
| Individuals (other than high net worth individuals) | 160 | $61.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- 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 17, 2026 | Clients | 234 | 232 |
| 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.