Burl Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,271,010
Total clients
23
61% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$1,403,087
About
Burl Investment Management provides discretionary investment management through separately managed accounts and offers financial planning to its investment clients at no additional fee. Its client base includes individuals (including high‑net‑worth), trusts, charitable organizations, and institutions, and the firm also provides retirement-plan analysis and rollover advice.
The firm follows an active, focused, long‑term investment approach that emphasizes fundamental security analysis and macroeconomic considerations, with an equity sleeve concentrated in roughly thirty positions and a fixed‑income sleeve prioritized for capital preservation. Portfolios are managed on a discretionary basis, reviewed regularly, and the firm prepares its own time‑weighted performance reports for clients.
Distinctive for an independent adviser of its size, the firm advertises and distributes firm‑calculated performance results — a practice that is uncommon among peers — and it includes institutional and charitable clients alongside individual accounts. The principal is a CFA charterholder and participates on local nonprofit investment and governance committees, which the firm notes as a source of institutional investment experience.
Client services
Expertise
Occupation focus
Fee options
$0 - $10 million: 0.50% annually (50 basis points) Over $10 million+: Negotiable
Account minimum: $100,000
Main office location
Burl Investment Management, LLC
620 Euclid Ave, Suite 200
Lexington KY 40502, United States
Number of offices
1
Most active in
Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")