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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, NICHOLAS, EDWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (7)
DC DE FL LA MD TX VA
Address
2 WISCONSIN CIRCLESUITE 700
CHEVY CHASE, MD 20815
United States
Phone: 301-778-9970