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Burk Capital Management Inc. (Edmonds)


Burk Capital Management Inc. is an internet adviser based in Edmonds. It manages $22.74 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2001.

Burk Capital Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Burk Capital Management: assets under management

The assets under management (AUM) of Burk Capital Management Inc. is $22.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burk Capital Management Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Edmonds

The principal office where Burk Capital Management Inc. performs its advisory services is located at 300 Admiral Way #201 A, Edmonds, WA 98020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-640-2525 or by fax 425-640-2727. The normal business hours are 8:00am-4:00pm on Monday - Friday.


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