SourcingSourcing

BURK HOLDINGS LLC

C35
CRD 305300·SEC 801-128555·TULSA, OK
AUM
$379.9M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BURK HOLDINGS LLC
CRD
305300
SEC file #
801-128555
EIN
821750655
DBA names
Burkholder Wealth Management

Economics

AUM
$379.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$255.1M → $379.9M▲ +49%
Client mix
Individuals High Net Worth152
Individuals Other114
Pension Profit Sharing Plans1
Charitable Organizations1

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
4 advisors → 6 advisors▲ +50%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/burkholderwm(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURKHOLDER, ERIC, DOUGLAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BURKHOLDER, ERIC, DOUGLAS
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
fallback_guess:burk.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002079815
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-08-12
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002079815-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4078
Soi Zip Pct 200k Plus
0.2141
Soi Zip Returns 200k Plus
2,740
Soi Zip Total AGI
2,272,658
Fdic Zip Total Deposits
22,997,257,000
Fdic Zip Branch Count
394
Fdic Zip Top Banks
Arvest Bank
Valley National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
5014 E 101ST STSUITE 200TULSA, OK 74137
Business
5014 E 101ST STSUITE 200TULSA, OK 74137
Edgar EIN
821750655
Edgar Recent Filings
13F-HR2026-05-08 · 0002079815-26-000002
13F-HR2026-02-12 · 0002079815-26-000001
Fdic Zip Branches Raw
State Bank & Trust, National AssociationTulsa, OK
State Bank & Trust, National AssociationTulsa, OK
Fdic Zip HHI
725.67
Fdic Zip Top Bank Share Pct
17.88
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,068
Returns2,790
Stub 2
AGI82,292
Returns2,250
Stub 3
AGI89,767
Returns1,450
Soi Zip Total Business Income
69,971
Soi Zip Total Cap Gains
254,333
Soi Zip Total Dividends
95,663
Soi Zip Total Returns
12,800
Top Owner CRD
6013679
Trust Company Affiliate
No

People (7)

7
BURKHOLDER, ERIC, DOUGLAS
IAR · Direct Owner · 87.5%
6013679
Valentin Jean-Claude Alain Tranier
IAR
8049101
CARLI RENEE SMITH
IAR
6227715
MICHAEL BROCK TILLMAN
IAR
4899030
RACHEL NAVON KLEINMAN
IAR
6574515
JOSEPH HANSON
IAR
7151817
Sarah Ashley Bremer
IAR
7954650