Burgeon Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$93,186,212
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
44
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$2,117,868
About
Burgeon Capital is a state-registered, single-advisor independent firm that provides financial planning, consulting, investment management, and wealth management to individuals as well as institutional and business clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm delivers both discretionary and non-discretionary portfolio management alongside ongoing planning services such as retirement, education, estate, business, and succession planning.
The investment process begins with a discovery meeting and emphasizes fundamental analysis to build long-term asset allocation plans that reflect clients’ risk tolerance and objectives. Portfolios are primarily constructed with mutual funds and ETFs but can include individual equities and bonds, private placements for accredited investors, and allocations to independent third‑party managers that the firm monitors.
Distinctive features include the firm’s active work with corporate and business clients and the disclosure that supervised persons, in their individual capacities as licensed insurance agents, may recommend and sell insurance products for commission, which the firm identifies as a potential conflict of interest. The principal’s extensive ownership interests across multiple operating businesses and the firm’s use of standing letters of authorization (creating limited custody procedures) are additional atypical characteristics for a solo independent adviser.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Business succession planning
Wealth management
Private / alternative investments
Occupation focus
Founder/Business Owner
Fee options
Fixed fees generally range from $1,000 to $20,000 for financial planning and consulting services; ongoing retainer fees up to $60,000 prorated and billed quarterly in advance.
0.30% to 1.50% annually (varies by asset size and service type)
Certain supervised persons in their individual capacities may offer insurance products under commission arrangements.
$150 to $300 per hour for financial planning and consulting services.
Fee-only: Fixed fees generally range from $1,000 to $20,000; hourly fees range from $150 to $300 per hour; ongoing retainer fees up to $60,000 prorated and billed quarterly in advance.
Main office location
Burgeon Capital
Midland TX, United States
Number of offices
1
Most active in
Burgeon Capital has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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