SourcingSourcing

BURNHAM & COMPANY LLC

B52
CRD 319339·SEC 801-132298·GRAND RAPIDS, MI
AUM
$129.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$389K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BURNHAM & COMPANY LLC
CRD
319339
SEC file #
801-132298
EIN
—
DBA names
—

Economics

AUM
$129.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$85.0M → $129.5M▲ +52%
Client mix
Individuals Other127
Individuals High Net Worth44

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
4 advisors → 2 advisors▼ -50%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
burnhamandco.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TSIRONIS, BOBBY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TSIRONIS, BOBBY
Trask, Adam, Roland
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
BURNHAMANDCO.COM
Rdap Domain Creation Date
2021-12-08T13:47:20Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

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
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-08T13:47:20Z
Rdap Domain Last Changed
2024-12-16T21:42:58Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1636591
Trust Company Affiliate
No

People (2)

2
TSIRONIS, BOBBY
IAR · Direct Owner · 87.5%
1636591
Trask, Adam, Roland
IAR · Executive Officer · 2.5%
6624797