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BURNHAM & COMPANY LLC
CRD 319339File 801-132298
APPROVED
Retail clients
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$129.5M
Bottom 25% of cohort (national)
Discretionary AUM
$129.5M
Clients
171
282 accounts
Employees
2
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, 5GCompensation
- 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 |
|---|---|---|---|
| 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.