Burgess Chambers & Associates Inc
- Regulatory AUM
- $166M
- Discretionary
- $166M
- Clients
- 22
- Avg AUM / client
- $7.5M
- Accounts
- 22
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $5.0M | 3.0% |
| High net worth individuals | 4 | $25.4M | 15.3% |
| Pension and profit sharing plans | 2 | $39.1M | 23.6% |
| Charitable organizations | 1 | $1.0M | 0.62% |
| State or municipal government entities | 2 | $90.4M | 54.5% |
| Other | 2 | $4.9M | 2.96% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ravenswood Represented Employee Defined Benefit Plan Ihi Power Services Corp. | 2024 | |
| Ironworkers Local #597 Pension Plan Board Of Trustees Ironworkers Local #597 Pension Plan | 2024 | |
| Ethosenergy Pension Plan For Union Employees Ethosenergy, Gts Holdings Us, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burgess Butler Chambers | President And Chief Executive Officer | Mar 1988 (38y) | 75% or more | |
| Masrieh, Robert | Chief Financial Officer | Feb 2019 (8y) | Less than 5% | |
| Chaviano, Dominique, Nicole | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Mitchel Steven Brennan | Registered representative | Nov 2013 (13y) | ||
| Fang Wan | Registered representative | Nov 2013 (13y) | ||
| Larry Michael Cole | Registered representative | May 2014 (12y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ravenswood Represented Employee Defined Benefit Plan | Ihi Power Services Corp. | 95 | $23.5M | 01/01/2024 |
| Ironworkers Local #597 Pension Plan | Board Of Trustees Ironworkers Local #597 Pension Plan | 154 | $30.1M | 01/01/2024 |
| Ethosenergy Pension Plan For Union Employees | Ethosenergy, Gts Holdings Us, Llc | 20 | $7.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $166M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗