The Burney Company

Burney Company, established in 1974 by Brig. General John C. Burney, is a registered investment adviser based in Reston, Virginia. The firm specializes in equity research and investment management, utilizing proprietary fundamental/quantitative techniques. Burney offers discretionary investment advisory services for individual investors, small businesses, pension plans, trusts, and charitable organizations. The firm also provides financial planning services covering retirement, education savings, tax, and estate matters. Minimum account size is typically $750,000 but may vary. Burney's fee structure is based on assets under management, ranging from 1.25% for accounts up to $2 million to 0.75% for amounts over $10 million, with a minimum fee of $2,500. The firm does not charge performance-based fees and does not practice side-by-side management. Investment strategies include long-short strategies, options, margin transactions, and short sales. Burney manages approximately $2.25 billion in discretionary assets as of December 31, 2022. The firm does not have any material legal or disciplinary events to report and maintains a Code of Ethics to ensure client interests are prioritized. Burney Company has custody of client funds and offers investment discretion with limitations on securities purchases. The firm does not participate in wrap fee programs and does not have broker-dealer affiliations. Burney Company discloses potential conflicts of interest related to economic benefits, client referrals, and participation in the TD Ameritrade AdvisorDirect program.