A complete list of active advisors currently associated with Burford Brothers, Inc.

Warmer can help you find a great advisor at Burford Brothers, Inc. or one who fits your needs even better.

Burford Brothers serves a mixed client base that includes individual and high-net-worth investors, business owners, trusts, estates, retirement plan sponsors, and charitable or municipal entities. The firm provides discretionary asset management, retirement plan consulting, financial consulting, and may recommend third‑party money managers; it also operates a multi‑family office division (Burford Caudle Family Capital) aimed at ultra‑high‑net‑worth clients. Portfolios are managed across equities, fixed income, mutual funds, ETFs, REITs, options, and other securities with ongoing supervision and individualized investment policy statements. The firm uses a combination of fundamental, technical, and modern portfolio theory analyses, employs options strategies (including box spreads or “synthetic loans”) to provide liquidity or avoid selling underlying securities, and uses a third‑party platform to facilitate discretionary management of held‑away retirement participant accounts. Notable features that distinguish Burford Brothers from many peers include operating a wrap‑fee program and explicit disclosure that, for accounts using certain options strategies, advisory fees are calculated on the gross market value (long value) rather than net equity — a practice the brochure says creates a conflict of interest that the firm seeks to mitigate through fiduciary oversight. The firm also highlights its multi‑family office initiative despite a relatively small advisory team, and discloses use of AI and machine‑learning tools to support research, investment analysis, and operations.

To learn more about the advisors currently working at Burford Brothers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.