Data / Investment advisers / Florida / Burgess Chambers & Associates Inc
Burgess Chambers & Associates Inc, Orlando, FL: $166 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Burgess Chambers & Associates Inc is an SEC registered investment adviser with its main office in Orlando, Florida and reports $166 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include state and municipal governments, pension and profit sharing plans and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Burgess Chambers & Associates Inc (CRD number 110164): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110164
- SEC file number
- 801-32111
- SEC status
- Approved, effective May 23, 1988
- Main office
- 315 E. Robinson Street Suite 690, Orlando, FL 32801
- Phone
- (407) 644-0111
- Website
- burgesschambers.com
- Regulatory AUM
- $165,850,650 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $165,850,650
- Accounts
- 22
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 2 | $90.4 million |
| Pension and profit sharing plans | 2 | $39.1 million |
| High net worth individuals | 4 | $25.4 million |
| Individuals (other than high net worth individuals) | 11 | $5 million |
| Charitable organizations | 1 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $165.9 million | March 23, 2026 |
| December 1, 2025 | $166.7 million | April 17, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| McDonough Capital Management, Inc. | Orlando | $258.2 million | Not listed | adviserinfo.sec.gov |
| Blacktower Financial Management (US) LLC | Orlando | $254.4 million | Not listed | adviserinfo.sec.gov |
| Cogent Private Wealth | Orlando | $250.3 million | Not listed | adviserinfo.sec.gov |
| Elevation Advisory Partners LLC | Orlando | $226 million | Not listed | adviserinfo.sec.gov |
| Yandell Investments, LLC | Orlando | $171 million | Not listed | adviserinfo.sec.gov |
| Fund Advisors of America Inc | Orlando | $149.4 million | Not listed | adviserinfo.sec.gov |
| Sparrow Wealth Management | Orlando | $135.2 million | Not listed | adviserinfo.sec.gov |
| Tripletail Wealth Management | Orlando | $132.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Burgess Chambers & Associates Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.