Burford Brothers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$434,523,853
Clients
222
Advisors
6
of 6 employees
About
Burford Brothers serves a mix of individual and high‑net‑worth clients as well as business owners, trusts, estates, and retirement plans, providing discretionary asset management, retirement plan consulting, third‑party money manager recommendations, and financial consulting. The firm also operates a Burford Caudle Family Capital division intended to deliver multi‑family office–style services and a comprehensive planning offering for ultra‑high‑net‑worth clients.
Investment advice is tailored to each client and can include equities, bonds, mutual funds, ETFs, REITs, options, cryptocurrency funds, and other securities, with methods of analysis that range from fundamental and technical analysis to modern portfolio theory. The brochure discloses the use of options strategies — including box spreads (synthetic loans) — to provide liquidity or facilitate portfolio management, and the firm may use a third‑party platform to manage held‑away discretionary accounts.
Distinctive features include sponsorship of a wrap fee program, an arrangement noted as uncommon among similar team firms and one that bundles execution costs into a single fee which can affect total client costs. The brochure does not present traditional standalone “financial planning” as a core fee category, instead describing ongoing financial consulting engagements and the multi‑family office division for comprehensive planning, and it discloses that accounts using certain options strategies are billed on gross market value (long value), a practice the firm identifies as a conflict it manages through fiduciary oversight.
Client services
Expertise
Occupation focus
Fee options
Financial Consulting ongoing annual fixed fee $18,000 - $500,000
$0 - $2,000,000: 0.75% $2,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Main office
7001 Preston Road, Suite 405
Dallas TX 75205
Advisors at this office
6
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Megan M
Series 65
Dallas, TX
Burford Brothers, Inc.
Megan Manning is a Series 65-licensed advisor at Burford Brothers, Inc. in Dallas, TX, with approximately one year of industry experience. Her work history includes roles at Empyrean, Harrell Investment Partners, and self-employment, alongside her academic background at the University of Texas. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans by providing discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers tailored investment advice across various securities and operates a multi-family office division for ultra-high-net-worth clients.
Craig C
Series 63, Series 65
Dallas, TX
Burford Brothers, Inc.
Craig Caudle is a financial advisor at Burford Brothers, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. His work history includes roles at RBC Capital Markets and LEE Financial Company, LLC. Caudle is involved in several family limited partnerships and serves as a director for a charitable organization. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm offers a multi-family office division for ultra-high-net-worth clients and employs a range of investment approaches, including options strategies and both fundamental and technical analysis.
Corbin C
Series 65
Dallas, TX
Burford Brothers, Inc.
Corbin Caudle is a financial advisor with Burford Brothers, Inc. in Dallas, TX, holding a Series 65 designation and two years of industry experience. He has prior experience with Burford Caudle Family Capital and Lee Financial, and has worked with Northwestern Mutual since 2017. Outside of advising, he performs bookkeeping for a family-owned commercial office leasing business. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, and financial consulting. The firm provides multi-family office–style services through its Burford Caudle Family Capital division, employing a range of investment strategies tailored to each client’s needs.
Charles B
CFA®, Series 63, Series 65
Dallas, TX
Burford Brothers, Inc.
Charles Burford is a CFA® charterholder based in Dallas, TX, with 36 years of industry experience. He has worked at Burford Brothers, Inc. since 1984 and was previously with Hilltop Securities Independent Network, Inc. for 24 years. Burford Brothers, Inc. serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans, offering discretionary asset management, retirement plan consulting, third-party money manager recommendations, and financial consulting. The firm also provides multi-family office–style services through its Burford Caudle Family Capital division, employing a variety of investment strategies tailored to each client.
Holly L
CFP®, Series 65
Dallas, TX
Burford Brothers, Inc.
Holly Lansidel is a CFP®-designated financial advisor at Burford Brothers, Inc. in Dallas, TX, with five years of industry experience. She has worked at Burford Brothers since 2021 and previously held roles in consulting and the food service industry. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, and retirement plans with discretionary asset management, retirement plan consulting, and financial consulting. The firm offers tailored investment advice across various asset classes and operates a multi-family office division for ultra-high-net-worth clients.
Charles B
Series 63, Series 65
Dallas, TX
Burford Brothers, Inc.
Charles Burford is a financial advisor at Burford Brothers, Inc. in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hilltop Securities Independent Network Inc. He is also an independent insurance agent involved in insurance sales. Burford Brothers serves individual and high-net-worth clients, business owners, trusts, estates, retirement plan sponsors, and charitable organizations, offering asset management, financial consulting, retirement plan advisory, and family office services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and employs a range of investment vehicles and third-party money managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)