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Burt Asset Management, Inc.

● SEC registered since 2025CRD 125967SEC# 801-132486
Export (members)
Reg. AUM
$106.8M
Employees
1
Accounts
169
Location
—

Burt Asset Management, Inc. assets under management

Burt Asset Management, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $106.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Burt Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Christopher Knight Burt ControlPresident & Chief Compliance Officer50-75%1998
Trudy Paugh Burt ControlVice President & Secretary50-75%1998

Frequently asked questions

How much does Burt Asset Management, Inc. manage?

Burt Asset Management, Inc. reports $106.8 million in regulatory assets under management on its Form ADV.

How many employees does Burt Asset Management, Inc. have?

Burt Asset Management, Inc. reports 1 employees.

Does Burt Asset Management, Inc. disclose fund performance?

Burt Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone770-475-3701
Office hours9 a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.8M
Non-discretionary$0
Total (RAUM)$106.8M