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BURK HOLDINGS LLC, CRD 305300
TULSA, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| E••• D•••••• B••••••••• | Chartered Financial Analyst | TULSA, OK | 7 | 14 | 1 | no |
| J••••• H••••• | n/a | TULSA, OK | 5 | 15 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••••••• E•••• D•••••• | MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 03/2017 | Jul 12, 2023 | Dec 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| J••••• H••••• H••••• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $380M | $255M | 48.9% | n/a | n/a | 8 | 6 | 1 | 1 |
| no |
| C•••• R•••• S•••• | Certified Financial Planner | Austin, TX | TULSA, OK | 2 | 15 | 2 | no |
| M•••••• B•••• T•••••• | n/a | Broken Arrow, OK | TULSA, OK | 1 | 21 | 1 | no |
| V••••••• J••••••••• A•••• T•••••• | n/a | TULSA, OK | 1 | 13 | n/a | no |
| S•••• A••••• B••••• | n/a | TULSA, OK | Austin, TX | 1 | 10 | 1 | no |
| R••••• N•••• K••••••• | Certified Financial Planner | Houston, TX | TULSA, OK | 0 | 11 | 2 | no |
| $380M |
| $380M |
| 8 |
| 6 |
| 1 |
| n/a |
| n/a |
| 2024 | Apr 30, 2025 | $255M | $255M | 6 | 4 | 1 | n/a | n/a |
| 2023 | Feb 19, 2024 | $144M | $144M | 4 | 3 | 0 | n/a | n/a |