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BURKHOLDER & ASSOCIATES, LLC

C29
CRD 313338·SEC 801-120797·CHEVY CHASE, MD
AUM
$287.4M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$862K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BURKHOLDER & ASSOCIATES, LLC
CRD
313338
SEC file #
801-120797
EIN
—
DBA names
—

Economics

AUM
$287.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$151.5M → $287.4M▲ +90%
Client mix
Individuals High Net Worth70
Individuals Other23

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
CHEVY CHASE MD
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
burkholderassociates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURKHOLDER, NICHOLAS, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BURKHOLDER, NICHOLAS, EDWARD
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
BURKHOLDERASSOCIATES.COM
Rdap Domain Creation Date
2011-03-25T23:34:52Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
IONOS SE

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 (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-25T23:34:52Z
Rdap Domain Last Changed
2026-03-26T08:59:47Z
Rdap Nameservers
Ns1063.ui-dns.orgNs1076.ui-dns.comNs1085.ui-dns.deNs1126.ui-dns.biz
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4728289
Trust Company Affiliate
No

People (2)

2
BURKHOLDER, NICHOLAS, EDWARD
IAR · Direct Owner · 87.5%
4728289
KIMBERLY LINDSAY BLECK
IAR
5727806