BURKHOLDER & ASSOCIATES, LLC
CRD #313338 SEC #801-120797 CHEVY CHASE, MD 301-778-9970
SEC Registered
Total AUM
$228.6M
Discretionary
$214.7M
Employees
4
Clients
0
Accounts
384
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $228.6M | $214.7M | $13.9M | 4 | 0 |
| Mar 2025 | $228.6M | $214.7M | $13.9M | 4 | 0 |
| Mar 2024 | $186.5M | $186.5M | $0 | 4 | 0 |
| Nov 2023 | $145.7M | $136.4M | $9.3M | 5 | 0 |
| Jul 2023 | $145.7M | $136.4M | $9.3M | 5 | 0 |
| Mar 2023 | $145.7M | $136.4M | $9.3M | 5 | 0 |
| Jul 2022 | $142.1M | $135M | $7.1M | 5 | 0 |
| Feb 2022 | $151.5M | $144.6M | $7M | 4 | 0 |
| Dec 2021 | $140.6M | $136.8M | $3.8M | 2 | 0 |
| Sep 2021 | $140.6M | $136.8M | $3.8M | 3 | 0 |
| Jul 2021 | $140.6M | $136.8M | $3.8M | 3 | 0 |
| Jul 2021 | $140.6M | $136.8M | $3.8M | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$228.6M
Discretionary$214.7M
Non-Disc.$13.9M
Employees4
Clients0
DateMar 2025
Total AUM$228.6M
Discretionary$214.7M
Non-Disc.$13.9M
Employees4
Clients0
DateMar 2024
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$145.7M
Discretionary$136.4M
Non-Disc.$9.3M
Employees5
Clients0
DateJul 2023
Total AUM$145.7M
Discretionary$136.4M
Non-Disc.$9.3M
Employees5
Clients0
DateMar 2023
Total AUM$145.7M
Discretionary$136.4M
Non-Disc.$9.3M
Employees5
Clients0
DateJul 2022
Total AUM$142.1M
Discretionary$135M
Non-Disc.$7.1M
Employees5
Clients0
DateFeb 2022
Total AUM$151.5M
Discretionary$144.6M
Non-Disc.$7M
Employees4
Clients0
DateDec 2021
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees2
Clients0
DateSep 2021
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees3
Clients0
DateJul 2021
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees3
Clients0
DateJul 2021
Total AUM$140.6M
Discretionary$136.8M
Non-Disc.$3.8M
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0