Data / Investment advisers / Michigan / Burnham & Company LLC
Burnham & Company LLC, Grand Rapids, MI: $130 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Burnham & Company LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $130 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Burnham & Company LLC (CRD number 319339): 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
- 319339
- SEC file number
- 801-132298
- SEC status
- Approved, effective March 31, 2025
- Main office
- 4930 Cascade Rd Se Suite B, Grand Rapids, MI 49546
- Phone
- (616) 430-5105
- Website
- burnhamandco.com
- Regulatory AUM
- $129,534,296 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $129,534,296
- Accounts
- 282
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- July 24, 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 |
|---|---|---|
| High net worth individuals | 44 | $68.6 million |
| Individuals (other than high net worth individuals) | 127 | $39 million |
| Charitable organizations | Fewer than 5 | $21.9 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 | $129.5 million | March 31, 2026 |
| December 1, 2025 | $117.7 million | March 5, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | Not listed | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | Not listed | adviserinfo.sec.gov |
| Schwallier Wealth Management | Grand Rapids | $197 million | Not listed | adviserinfo.sec.gov |
| Advisory Advocates LLC | Grand Rapids | $158.6 million | Not listed | adviserinfo.sec.gov |
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 1 | adviserinfo.sec.gov |
| Revalue LLC | Grand Rapids | $128.5 million | Not listed | adviserinfo.sec.gov |
| Synergy Wealth Management, LLC | Grand Rapids | $127.1 million | Not listed | adviserinfo.sec.gov |
| Streamsong Advisors, LLC | Grand Rapids | $124.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Burnham & Company LLC 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.