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Burkholder & Associates, LLC

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Client assets under management

$278,477,306

Clients

93

75% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

47

Typical

Average account size

$2,994,380

About

Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), business owners, pension and profit‑sharing plans, and charitable organizations. The firm manages ongoing individual accounts and also advises pooled plan assets, producing written investment policy statements tailored to each client.

Advisory work is typically discretionary and documented with an Investment Policy Statement, with semi‑annual portfolio reviews and quarterly reporting to clients. The firm employs fundamental, modern portfolio theory and quantitative analysis and may use a range of strategies and instruments—including long‑ and short‑term trading, options, margin, ETFs, REITs, annuities, private placements and other fixed‑income and equity securities.

Several supervised persons also serve as registered representatives of a broker‑dealer and as licensed insurance agents and may receive commissions for sales of securities or insurance products; the firm discloses and documents these conflicts and notes clients are not required to implement recommendations through its representatives. Uncommonly for a firm of this size, Burkholder & Associates combines advisory management of pooled retirement plans with the ability to offer commissionable insurance and annuity products and fixed‑fee pension consulting services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Annuities

Occupation focus

Founder/Business Owner

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Fee options

Percentage

1.35% to 0.50%

Commissions

Advisors are registered representatives and insurance agents who may receive commissions from sales of investment and insurance products to clients.

Project-based

Hourly fees between $150 and $400 for pension consulting and financial planning services.

Other

Fee-only: Fixed fees between $5,000 and $50,000 for pension consulting and financial planning services.

Main office location

Burkholder & Associates, LLC

2 Wisconsin Circle, Suite 700

Chevy Chase MD 20815, United States

Number of offices

3

Most active in

More info

Delaware · District of Columbia · Florida · Louisiana · Maryland · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 301-778-9970

Advisors at this firm

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user avatar

Kimberly B

CFP®, Series 63, Series 65

Chevy Chase, MD

Burkholder & Associates, LLC

Kimberly Bleck is a CFP® professional with 14 years of industry experience, currently serving at Burkholder & Associates, LLC. She previously worked at Lincoln Financial Advisors for seven years. In addition to her advisory role, she is a licensed notary public. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to inform investment decisions and offers pension consulting services without relying on third-party managers.

Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner
user avatar

Nicholas B

CFP®, Series 66

Lewes, DE

Burkholder & Associates, LLC

Nicholas Burkholder is a CFP® with 22 years of industry experience, currently serving at Burkholder & Associates, LLC since 2021. Prior to founding his firm, he worked for Lincoln Financial Advisor and Lincoln National Life Insurance Co. for 17 years. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and offers tailored investment policy statements and ongoing management under discretionary authority.

Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner
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