9AT: BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC

Adviser Profile

As of Date	03/02/2026
Registration	Texas, Approved, 02/16/2024
Other registrations (6)	California, Terminated, 05/26/2024 California, Termination Requested, 04/26/2024 Texas, Terminated, 04/26/2024 California, Approved, 01/30/2023 SEC, 120-Day Approval, 09/29/2022 SEC, Approved, 09/29/2022
Contact Info	925 xxxxxxx

AUM^*	138,061,061 17%
of that, discretionary	138,061,061 17%
Number of Employees	3
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	439,685 23%
% High Net Worth	33.96% 196%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

155M 133M 111M 89M 67M 44M 22M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Our firm is dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed under the laws of the State of California in 2022 and has been in business as an investment adviser since that time. Our firm is owned by Brent Burr (50%) and Michael Killeen (50%). The purpose of this Brochure is to disclose the conflicts of interest associated with the investment transactions, compensation and any other matters related to investment decisions made by our firm or its representatives. As a fiduciary, it is our duty to always act in the client’s best interest. This is accomplished in part by knowing our client. Our firm has established a service-oriented advisory practice with open lines of communication for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. All material conflicts of interest under CCR Section 260.238 (k) are disclosed below regarding our firm, our representatives or our employees, which could be reasonably expected to impair the rendering of unbiased and objective advice. To comply with CCR Section 260.238(j), we disclose that lower fees for comparable services may be available from other sources. Types

of Advisory Services Offered Asset Management: As part of our Asset Management service, a portfolio is created, consisting of individual stocks, bonds, exchange traded funds (“ETFs”), mutual funds and other public securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. Portfolios will be designed to meet a particular investment goal, determined to be suitable to the client’s circumstances. Once the appropriate portfolio has been determined, portfolios are continuously and regularly monitored, and if necessary, rebalanced based upon the client’s individual needs, stated goals and objectives. Tailoring of Advisory Services Our firm offers individualized investment advice to our Asset Management clients. Our firm does not usually allow Asset Management clients to impose restrictions on investing in certain securities or types of securities due to the level of difficulty this would entail in managing their account. Exceptions will be made on a case-by-case basis. Participation in Wrap Fee Programs Our firm does not offer or sponsor a wrap fee program. ADV Part 2A – Firm Brochure Page 5 Burr Financial Services, LLC Regulatory Assets Under Management As of December 22, 2022, our firm manages $81,418,747 on a discretionary basis and $0 on a non- discretionary basis.