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BURKHOLDER & ASSOCIATES, LLC

WASHINGTON, DC · CRD 313338 · IAPD ↗ · 301-778-9970

$287.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
July 2026 — BURKHOLDER & ASSOCIATES, LLC moved its main office from CHEVY CHASE, MD to WASHINGTON, DC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
March 2026 — BURKHOLDER & ASSOCIATES, LLC reported RAUM up 26% ($228.6M -> $287.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — BURKHOLDER & ASSOCIATES, LLC reported RAUM up 28% ($145.7M -> $186.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.