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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BURRUS

BURRUS FINANCIAL SERVICES, INC., CRD 141435

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f6e1bf0-e3e8-6321-d5e0-98e9164fa796

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Jan 26, 2015 to Mar 16, 2026
26 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $241MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $241M
Private client RAUM: $241MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 671
Individual clients: 243
High net worth clients: 79
SEC number: 801-80922
CRD: 141435
Filings on the tape: 26
First filed: Jan 26, 2015
Latest filed: Mar 16, 2026
Organised: Corporation, UT
Website: burrus.biz

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFF BURRUS BLAND	n/a	SALT LAKE CITY, UT	14	25	4	no
DANIEL JOSEPH HANNON	n/a	SALT LAKE CITY, UT	13	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLAND, JEFF, BURRUS	MANAGING DIRECTOR / PRESIDENT / CCO	E	yes	01/2017	Jan 26, 2015	Oct 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$241M	$241M	5	2	0	n/a	n/a
2024	Mar 27, 2025	$213M	$213M	3	2	0	n/a	n/a
2023	Feb 21, 2024	$228M	$228M	5	3	0	n/a	n/a
2022	Mar 30, 2023	$203M	$203M	4	3	0	n/a	n/a
2021	Mar 31, 2022	$258M	$258M	4	4	0	n/a	n/a
2020	Mar 29, 2021	$244M	$244M	5	4	0	n/a	n/a
2019	Mar 24, 2020	$214M	$214M	6	4	0	n/a	n/a
2018	Mar 20, 2019	$185M	$185M	6	4	0	n/a	n/a
2017	Mar 19, 2018	$200M	$180M	5	3	0	n/a	n/a
2016	Jan 30, 2017	$181M	$158M	5	3	n/a	n/a	n/a
2015	Mar 3, 2016	$134M	$134M	5	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$241M	$213M	12.8%	$203M	5.9%	5	3	0	0

Relationships

Registered with (5)

← DANIEL JOSEPH HANNONAdvisorregistration: current employment
May 23, 2013 to presentfactForm ADV
← JEFF BURRUS BLANDAdvisorregistration: previous registration
Sep 21, 2006 to Dec 31, 2007factForm ADV
← Charles William ReimersAdvisorregistration: previous registration
Nov 5, 2018 to Aug 16, 2024factForm ADV
← RYAN WILLIAM EMERSONAdvisorregistration: previous registration
Mar 27, 2013 to Nov 10, 2014factForm ADV
← TIMOTHY ROBERT RANDAKAdvisorregistration: previous registration
Jun 21, 2011 to Oct 20, 2011factForm ADV

Controls (1)

← BLAND, JEFF, BURRUSOwnerMANAGING DIRECTOR / PRESIDENT / CCO, ownership code E, individual
Jan 26, 2015 to Oct 11, 2024factForm ADV

Dated events

Occurred
Oct 11, 2024
Control person left
William Charles Reimers (Chief Compliance Officer) no longer on Schedule A of Burrus (listed 2024-08-16, absent 2024-10-11)
Form ADVobserved 6 days ago
Occurred
Aug 16, 2024
Advisor changed firm
Charles William Reimers left Burrus for Avantax Planning Partners, Inc. (registered 2024-12-06)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2020
Control person joined
William Charles Reimers (Chief Compliance Officer) appeared on Schedule A of Burrus
Form ADVobserved 6 days ago
Occurred
Jan 26, 2015
First Form ADV filing
Burrus filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f6e1bf0-e3e8-6321-d5e0-98e9164fa796
First observed: Jan 26, 2015
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BURRUS

BURRUS FINANCIAL SERVICES, INC., CRD 141435

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f6e1bf0-e3e8-6321-d5e0-98e9164fa796

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFF BURRUS BLAND

n/a

SALT LAKE CITY, UT

DANIEL JOSEPH HANNON

n/a

SALT LAKE CITY, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAND, JEFF, BURRUS

MANAGING DIRECTOR / PRESIDENT / CCO

yes

01/2017

Jan 26, 2015

Oct 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$241M

n/a

2024

Mar 27, 2025

$213M

n/a

2023

Feb 21, 2024

$228M

n/a

2022

Mar 30, 2023

$203M

n/a

2021

Mar 31, 2022

$258M

n/a

2020

Mar 29, 2021

$244M

n/a

2019

Mar 24, 2020

$214M

n/a

2018

Mar 20, 2019

$185M

n/a

2017

Mar 19, 2018

$200M

$180M

n/a

2016

Jan 30, 2017

$181M

$158M

n/a

2015

Mar 3, 2016

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$241M

$213M

12.8%

$203M

5.9%