Watkinsville, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Burney Company
Multi-team
Firm-wide stats for The Burney Company
About
The Burney Company advises mostly individual investors — including high net worth clients — and also manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets across a multi-team advisory platform and provides discretionary equity portfolio management and financial planning, with tax preparation services available through an affiliated CPA firm.
The firm’s investment process blends proprietary fundamental and quantitative models, including a Size and Style Responsive (SSR) framework and a long-standing Burney Master Portfolio, and it offers customized, model, and master-replication account options. Burney also operates actively managed ETFs (BRNY and the recently launched BRES), uses those ETFs inside certain strategies (including a 130/30 long-short model), and provides OCIO and sub-advisory services to other advisory firms.
Noteworthy differences from many peers include Burney’s role as a sub-adviser and portfolio manager for investment company clients (the firm’s ETFs) and the practice of crediting ETF management fees against client advisory fees, a structure the brochure flags as a potential conflict addressed by internal policies. The brochure also describes custodial-related arrangements — such as deducting advisory fees directly from custodian-held accounts and handling Standing Letters of Authorization (SLOAs) — practices that the firm notes and that are less common among multi-team peers.
Based on The Burney Company
Expertise
Based on The Burney Company
Location
Po Box 1228
Watkinsville GA 30677
Advisors at this office
3
Advisors at this office
Leslie S
Series 65
Watkinsville, GA
The Burney Company
Leslie Sinyard is a financial advisor with The Burney Company in Watkinsville, GA, holding a Series 65 designation and nine years of industry experience. She has been with Burney Campbell Investments since 2012. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform with a focus on discretionary equity portfolio management, employing proprietary fundamental and quantitative models alongside active ETFs and sub-advisory services.
Sherrie C
Series 63, Series 65
Watkinsville, GA
The Burney Company
Sherrie Campbell is a financial advisor with The Burney Company in Watkinsville, GA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with The Burney Company since 1994. The Burney Company advises individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and offers discretionary equity portfolio management and financial planning, utilizing proprietary fundamental and quantitative models alongside actively managed ETFs and customized account options.
Zachary E
Series 65
Watkinsville, GA
The Burney Company
Zachary Ellington is a Series 65-licensed advisor at The Burney Company with one year of industry experience. Prior to joining Burney-Campbell Investments, he was self-employed for two years and worked at the University of Georgia and Kings Academy High School. The Burney Company manages approximately $3.59 billion in discretionary assets, serving individual investors, small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a blend of proprietary fundamental and quantitative models in its investment approach and offers customized portfolio options alongside actively managed ETFs and OCIO services.
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