Burl Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Burl Investment Management provides discretionary investment management through separately managed accounts and offers financial planning at no additional fee to its investment clients. Its client base includes individuals, high net worth individuals, trusts, charitable organizations, and institutional clients, and the firm also provides retirement-plan advice and rollover analysis.
The firm employs an active, focused, long-term buy-and-hold equity strategy, typically allocating equities across roughly 30 positions chosen via fundamental analysis that emphasizes differentiation, high returns on invested capital, and free cash flow. Fixed-income allocations prioritize capital preservation and low volatility through individual bonds, fixed-income ETFs or mutual funds, and the firm supplements research with technology tools (including AI) while restricting client personally identifiable information from those models.
Burl prepares its own time-weighted performance reports and distributes quarterly client letters with portfolio commentary, and the brochure discloses that performance information is made available to clients — a practice relatively uncommon among independent firms. The firm also expressly serves institutional clients in addition to individuals, and portfolio reviews and compliance oversight are conducted by the firm’s designated principal and Chief Compliance Officer.
Client services
Expertise
Fee options
$0 - $10 million: 0.50% (50 basis points) annually Over $10 million+: Negotiable
Account minimum: $100,000
Main office
620 Euclid Ave, Suite 200
Lexington KY 40502
Advisors at this office
1
Most active in
Kentucky
Also doing business as
Burl Investment Management · Burl Investment Management, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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