Asset manager · Orlando, FL
Burgess Chambers & Associates Inc
SEC-registered investment adviser · CRD 110164 · SEC 801-32111
At a glance
Burgess Chambers & Associates Inc is an SEC-registered investment adviser based in Orlando, Florida, with $166 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is state or municipal government entities, and it reports 15 individual clients. By Form ADV it is a asset manager, ranked 2,184th of 3,218 asset managers and 13,202nd of 17,210 SEC-registered advisers by assets.
Main office 407-644-0111burgesschambers.comAs filed on Form ADV
- Regulatory AUM
- $166M
- Rank among asset managers
- #2,184 of 3,218
- Rank among all SEC RIAs
- #13,202 of 17,210
- Rank in Florida
- #817 of 1,090
- Individual clients
- 15
- High-net-worth clients
- 4
- Accounts
- 22
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 4
- Offices
- 7
Owners and executives on its Form ADV
- Burgess B. ChambersPresident and Chief Executive Officer
- Robert MasriehChief Financial Officer
- Dominique N. MosesChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 2 | $90M | 55% |
| Pension and profit sharing plans | 2 | $39M | 24% |
| High-net-worth individuals | 4 | $25M | 15% |
| Individuals | 11 | $5M | 3% |
| Other | 2 | $5M | 3% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
Burgess Chambers & Associates Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗burgesschambers.com ↗
AtlasMembers
The full record on Burgess Chambers & Associates Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 741 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Burgess Chambers & Associates Inc manage?
Burgess Chambers & Associates Inc reports $166 million in regulatory assets under management across 22 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is Burgess Chambers & Associates Inc?
Burgess Chambers & Associates Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Burgess Chambers & Associates Inc’s clients?
By assets, its largest client types are state or municipal government entities ($90 million, 2 clients); pension and profit sharing plans ($39 million, 2 clients); high-net-worth individuals ($25 million, 4 clients).
Does Burgess Chambers & Associates Inc have any disciplinary history?
Burgess Chambers & Associates Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Burgess Chambers & Associates Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →