RIA Intel›Advisers›Florida›BURLEIGH & ASSOCIATES, LLC

BURLEIGH & ASSOCIATES, LLC

Advisory

STUART, FL

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in FL
#1,386
of 2,610 advisers by AUM
Average account
$192K
across 443 accounts
AUM per adviser
$43M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$85M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$85M
Discretionary AUM$85M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients293
Team
Total Employees5
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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