DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Burrus
Legal name Burrus Financial Services, Inc.
Latest filing Mar 16, 2026
First filing on the tape Jan 26, 2015 · 26 filings
SEC status approved since Feb 13, 2015
RAUM
$241M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$241M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$120M
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$241M as of Mar 16, 2026
Mar 3, 2016$134M then
HNW client RAUM$135M as of Mar 16, 2026
Mar 24, 2020$156M then
State-registered IARs (5.B.3)2 as of Mar 16, 2026
Mar 3, 20163 then
Employees (5.A)5 as of Mar 16, 2026
Mar 3, 20165 then
Private funds: no history
RAUM +13% over the last fiscal year+5.9% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $120MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 161derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $358,656derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$135M56%
- Individuals$106M44%
- Individual clients
- 243reported
- HNW clients
- 79reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 671reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeff Burrus Bland | Salt Lake City, Ut | Sep 30, 2011 | 25 y | 4 |
| Daniel Joseph Hannon | Salt Lake City, Ut | May 23, 2013 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Charles William Reimers to Avantax Planning Partners, Inc.Aug 16, 2024 · RIA to affiliated broker-dealer or bank
- Ryan William Emerson to Personal Capital Advisors CorporationNov 10, 2014 · Other
- Timothy Robert Randak to Arkell Asset Management, LLCOct 20, 2011 · Other
Joined, latest
- Charles William Reimers from Scottrade Investment ManagementNov 5, 2018 · Affiliated broker-dealer or bank to independent RIA
- Jeff Burrus Bland from G2 Financial Group, LLCSep 21, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Burrus Jeff Bland · Managing Director / President / Ccocontrolsince 01/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Salt Lake City, Ut · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 645 to 671Sep 9, 2025 to Mar 16, 2026
- HNW clients · 51 to 79Sep 9, 2025 to Mar 16, 2026
- Individual clients · 265 to 243Sep 9, 2025 to Mar 16, 2026
- Employees · 3 to 5Sep 9, 2025 to Mar 16, 2026
- Discretionary RAUM · $213M to $241MSep 9, 2025 to Mar 16, 2026
- HNW RAUM · $107M to $135MSep 9, 2025 to Mar 16, 2026
- Individual RAUM · $106M to $106MSep 9, 2025 to Mar 16, 2026
- RAUM · $213M to $241MSep 9, 2025 to Mar 16, 2026
- Accounts · 375 to 645Oct 11, 2024 to Mar 27, 2025
- HNW clients · 154 to 51Oct 11, 2024 to Mar 27, 2025
- Individual clients · 221 to 265Oct 11, 2024 to Mar 27, 2025
- Financial planning clients · 251-500 to 251-500Oct 11, 2024 to Mar 27, 2025
- State-registered IARs · 0 to 2Oct 11, 2024 to Mar 27, 2025
- Discretionary RAUM · $228M to $213MOct 11, 2024 to Mar 27, 2025
- HNW RAUM · $169M to $107MOct 11, 2024 to Mar 27, 2025
- Individual RAUM · $59.6M to $106MOct 11, 2024 to Mar 27, 2025
- RAUM · $228M to $213MOct 11, 2024 to Mar 27, 2025
- Advisory employees · 3 to 2Aug 16, 2024 to Oct 11, 2024
- Employees · 5 to 3Aug 16, 2024 to Oct 11, 2024
- Accounts · 370 to 375Mar 30, 2023 to Feb 21, 2024
- HNW clients · 102 to 154Mar 30, 2023 to Feb 21, 2024
- Individual clients · 268 to 221Mar 30, 2023 to Feb 21, 2024
- Employees · 4 to 5Mar 30, 2023 to Feb 21, 2024
- Discretionary RAUM · $203M to $228MMar 30, 2023 to Feb 21, 2024
- HNW RAUM · $140M to $169MMar 30, 2023 to Feb 21, 2024
- Individual RAUM · $62.7M to $59.6MMar 30, 2023 to Feb 21, 2024
- RAUM · $203M to $228MMar 30, 2023 to Feb 21, 2024
- Accounts · 776 to 370Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 4 to 3Mar 31, 2022 to Mar 30, 2023
- HNW clients · 106 to 102Mar 31, 2022 to Mar 30, 2023
- Individual clients · 277 to 268Mar 31, 2022 to Mar 30, 2023
- Assets in custody · 228827426.0 to unsetMar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $258M to $203MMar 31, 2022 to Mar 30, 2023
- HNW RAUM · $157M to $140MMar 31, 2022 to Mar 30, 2023
- Individual RAUM · $101M to $62.7MMar 31, 2022 to Mar 30, 2023
- RAUM · $258M to $203MMar 31, 2022 to Mar 30, 2023
- Accounts · 812 to 776Mar 29, 2021 to Mar 31, 2022
- HNW clients · 191 to 106Mar 29, 2021 to Mar 31, 2022
- Individual clients · 239 to 277Mar 29, 2021 to Mar 31, 2022
- Assets in custody · $168M to $229MMar 29, 2021 to Mar 31, 2022
Signals
4 dated events
- William Charles Reimers (Chief Compliance Officer) no longer on Schedule A of Burrus (listed 2024-08-16, absent 2024-10-11)Oct 11, 2024 · Control person left · inference
- Charles William Reimers left Burrus for Avantax Planning Partners, Inc. (registered 2024-12-06)Aug 16, 2024 · Advisor changed firm · fact
- William Charles Reimers (Chief Compliance Officer) appeared on Schedule A of BurrusMar 24, 2020 · Control person joined · fact
- Burrus filed its initial SEC registration (Form ADV)Jan 26, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 801-532-0505reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 801-532-5002reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- BURRUS.BIZreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-532-0505reportedpublic record, Form ADV, Mar 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $120Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026