Burl Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,271,010
Clients
23
61% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,403,087
About
Burl Investment Management provides discretionary investment management through separately managed accounts and offers financial planning at no additional fee to its investment clients. Its client base includes individuals, high net worth individuals, trusts, charitable organizations, and institutional clients, and the firm also provides retirement-plan advice and rollover analysis.
The firm employs an active, focused, long-term buy-and-hold equity strategy, typically allocating equities across roughly 30 positions chosen via fundamental analysis that emphasizes differentiation, high returns on invested capital, and free cash flow. Fixed-income allocations prioritize capital preservation and low volatility through individual bonds, fixed-income ETFs or mutual funds, and the firm supplements research with technology tools (including AI) while restricting client personally identifiable information from those models.
Burl prepares its own time-weighted performance reports and distributes quarterly client letters with portfolio commentary, and the brochure discloses that performance information is made available to clients — a practice relatively uncommon among independent firms. The firm also expressly serves institutional clients in addition to individuals, and portfolio reviews and compliance oversight are conducted by the firm’s designated principal and Chief Compliance Officer.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Tax-loss harvesting
Retirement withdrawal strategies
Cash flow / budgeting
Fee options
$0 - $10 million: 0.50% (50 basis points) annually 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
Burl Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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