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Burford Brothers, Inc.
Burford Brothers, Inc. is a registered investment advisory firm founded in 1984 and headquartered in Dallas, Texas. Owned and controlled by Charles Scott Burford, Sr. (President) and Charles Scott Burford, Jr. (CEO/Chief Compliance Officer), the firm provides asset management, retirement plan consulting, and financial consulting services to plan sponsors, corporations, families, professionals, and business owners. Burford Brothers integrates wealth management with risk and debt management, offering tailored financial strategies and ongoing advisory engagement. As of 2023, it operates with a boutique model, focused on customized service and planning. The firm recently established Burford Caudle Family Capital, a division focused on family office and advanced investment solutions for clients. Estimated employee count is approximately 5-10.
Investment Strategy
Burford Brothers, Inc. offers asset management and financial consulting, focusing on comprehensive wealth planning, retirement strategies, and diversified investment options for client portfolios. The firm's approach includes continuous oversight of client accounts, constructing diversified portfolios covering all core asset classes, and recommending third-party money managers when their investment philosophy matches client objectives and risk tolerance. Investment selection involves both quantitative and qualitative evaluation of funds, with ongoing monitoring and the final selection tailored to specific client Investment Policy Statements. The proprietary '20/20 FORMula' process underpins their strategy, organizing clients’ financial lives toward successful outcomes and adapting to evolving needs. Broad asset coverage includes equities, debt, mutual funds, ETFs, insurance, real estate, and alternatives, all responsive to clients' unique goals.
Latest 13F Filing Activity
Burford Brothers, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 167 equity positions with a total 13F market value of $234M. The fund increased holdings in Apple Inc., Tesla Inc., Capital Group Core Equity Et among other positions. Burford Brothers, Inc. reduced exposure to Janus Detroit STR TR, Ishares TR, Dorchester Minerals LP among others.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.77% | $18.2M | 71,400 | $193.58 | $254.63 | +$3.4M |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 5.81% | $13.6M | 343,617 | $31.24 | $39.54 | +$1.3M |
| BERKSHIRE HATHAWAY INC DEL | 5.00% | $11.7M | 23,239 | $405.89 | $502.74 | +$727.1K | |
M MSFT | MICROSOFT CORP | 4.40% | $10.3M | 19,872 | $376.27 | $517.95 | +$372.7K |
T TSLA | TESLA INC | 4.25% | $9.9M | 22,344 | $246.45 | $444.72 | +$2.8M |
Industry Allocation
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