RIA Intel›Advisers›Arizona›DONALD E. BURTON, LLC

DONALD E. BURTON, LLC

Advisory

SCOTTSDALE, AZ

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$348K

across 124 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

92 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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