SourcingSourcing

BURT ASSET MANAGEMENT, INC.

B57
CRD 125967·SEC 801-132486
AUM
$117.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$351K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BURT ASSET MANAGEMENT, INC.
CRD
125967
SEC file #
801-132486
EIN
—
DBA names
—

Economics

AUM
$117.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$106.8M → $117.0M▲ +10%
Client mix
Individuals Other54
Individuals High Net Worth21

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURT, CHRISTOPHER, KNIGHT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BURT, CHRISTOPHER, KNIGHT
BURT, TRUDY, PAUGH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Top Owner CRD
1783732
Trust Company Affiliate
No

People (5)

5
BURT, CHRISTOPHER, KNIGHT
Direct Owner · 62.5%
1783732
BURT, TRUDY, PAUGH
Direct Owner · 62.5%
4645006
MARK ALLEN WOJNO
IAR
5623841
PERRI, ANDREW, SAMUEL
IAR
2801727
PAUL MATTHEW DAY
IAR
6525708