BURNE FINANCIAL CONCEPTS, LLC

Overview

Burne Financial Concepts, LLC is an independent registered investment adviser focused on serving individual and family clients, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates under a fee model that combines a percentage-of-assets arrangement with hourly billing for planning work. Investment activity shows a clear tilt toward listed equities as the primary allocation, with portfolio construction centered on exchange-traded instruments while supplementing core exposures with mutual funds and third‑party alternative managers. The adviser is structured as an owner‑managed limited liability company and is not positioned as a capital allocator; instead it places client capital into external managers and liquid market instruments. Burne Financial Concepts is not a pension consultant, does not market itself as an ESG specialist, and manages assets on a primarily discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices