Burrus

RIASEC Registered

Total AUM

$241M

Discretionary

$241M

100% of AUM

Avg account

$359K

Accounts

671

Employees

5

Advisory reps

3

Firm details

Headquarters: Salt Lake City , Utah
CRD number: 141435
Registered since: February 13, 2015
Website: www.burrus.biz
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI56.13%
Individuals43.87%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Burrus is an independent, privately owned registered investment adviser that focuses on serving individuals and families. The firm registered with the SEC in 2015 and charges clients on a percentage-of-AUM basis for financial planning and portfolio management services aimed at individuals and small businesses. Burrus does not present itself as a capital allocator; instead it builds client portfolios using public funds, fixed-income instruments and selected third‑party alternative managers. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds91%
Cash & Cash Equivalents7%
Exchange Traded Equities2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 7

Active vs passive

$219M in ETFs

Passive

88%

$193M

Active

12%

$25.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL BOND MARKET INDEX FUND (BND)	Vanguard	Passive	Intermediate Core Bond	$79.6M	1,134,725	36.31%

Unlock additional holdings →

Primary office

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area: Salt Lake City-Provo-Orem, UT
Region: West
County: Salt Lake
Address: 2455 E Parleys Way
Time zone: MT (UTC-7)
Office locations

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