Burt Asset Management, Inc.

Overview

Burt Asset Management, Inc. is an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm provides financial planning and portfolio management for individual and small-business clients and charges fees using a mix of AUM-based percentages, hourly billing, and fixed fees. The adviser is SEC-registered (registration year listed as 2025) and is not positioned as a multi-state or pension consultant; it does not identify as an active ESG investor. The firm is not structured as a capital allocator in the sense of running a multi-manager platform, but it does use third-party funds and listed securities as part of client portfolios. Services appear targeted to a modest base of individual and family clients rather than institutional mandates.

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Public Holdings

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Location & Offices