SourcingSourcing

BURRUS FINANCIAL SERVICES, INC.

C44
CRD 141435·SEC 801-80922·SALT LAKE CITY, UT
AUM
$240.7M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$722K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BURRUS FINANCIAL SERVICES, INC.
CRD
141435
SEC file #
801-80922
EIN
205266635
DBA names
Burrus

Economics

AUM
$240.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$185.5M → $240.7M▲ +30%
Client mix
Individuals Other243
Individuals High Net Worth79

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
burrus.biz

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLAND, JEFF, BURRUS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BLAND, JEFF, BURRUS
WINSOR, AMMON, LEGRANDE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
burrus.biz
Rdap Domain Creation Date
2007-09-27T15:44:46Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001573947
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2025-09-24
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001573947-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
2455 E PARLEYS WAY SUITE 115SALT LAKE CITY, UT 84109
Business
2455 E PARLEYS WAY SUITE 115SALT LAKE CITY, UT 84109
Edgar EIN
205266635
Edgar Recent Filings
13F-HR2026-04-23 · 0001573947-26-000002
13F-HR2026-01-30 · 0001573947-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-26T23:59:59Z
Rdap Domain Last Changed
2025-10-24T08:21:01Z
Rdap Nameservers
Ns1.mediatemple.netNs2.mediatemple.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Update ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Delete Prohibited
Top Owner CRD
4365908
Trust Company Affiliate
No

People (3)

3
BLAND, JEFF, BURRUS
IAR · Direct Owner · 87.5%
4365908
AMMON LEGRANDE WINSOR
Executive Officer · 2.5%
4755631
DANIEL JOSEPH HANNON
IAR
6170720