BURNHAM & COMPANY LLC

CRD 319339File 801-132298

APPROVED

Retail clients

Disclosure events

Filing as of Jul 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$129.5M

Bottom 25% of cohort (national)

Discretionary AUM

$129.5M

Clients

171

282 accounts

Employees

Bottom 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 31, 2025
Principal office: 4930 CASCADE RD SE, SUITE B, GRAND RAPIDS, MI, 49546
Phone: 616-430-5105
Website: https://burnhamandco.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $129.5M
Discretionary AUM: $129.5M
Non-discretionary AUM: $0
Discretionary accounts: 282
Non-discretionary accounts: 0
Total accounts: 282
AUM per client: $758K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$21.9M
High net worth individuals	44	$68.6M
Individuals (other than high net worth individuals)	127	$39.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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 11

Q11H1C

Filed changes

Date	Field	From	To	Change
Aug 12, 2026	Disclosures	No	Yes
Apr 1, 2026	Employees	4	2	decreased by2
Apr 1, 2026	Clients	158	171	increased by13
Apr 1, 2026	AUM	$117,727,072	$129,534,296	increased by$11,807,224
Apr 1, 2026	Accounts	262	282	increased by20
Dec 1, 2025 vs May 1, 2025	Disclosures	Yes	No
May 1, 2025 vs Oct 1, 2022	Registration	APPROVED-120	APPROVED
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	161	158	decreased by3
May 1, 2025 vs Oct 1, 2022	AUM	$85,000,000	$117,727,072	increased by$32,727,072
May 1, 2025 vs Oct 1, 2022	Accounts	250	262	increased by12
Sep 1, 2022	Clients	156	161	increased by5
Sep 1, 2022	AUM	$80,000,000	$85,000,000	increased by$5,000,000
Sep 1, 2022	Accounts	200	250	increased by50
Aug 1, 2022	AUM	$0	$80,000,000	increased by$80,000,000

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BURNHAM COMPANY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURNHAM COMPANY” 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.