Burney Capital

Burney Company, established in 1974 by Jack Burney, is a fiduciary investment advisory firm offering a range of financial services to individuals, families, and institutions. The firm is headquartered in Reston, Virginia, with additional offices in Nashville, Tennessee. Burney Company is registered with the U.S. Securities and Exchange Commission and operates with a core principle of empowering investors through structured investment processes and effective decision-making.

For individuals and families, Burney provides investment management, comprehensive wealth management (including financial planning, tax planning, estate planning, and retirement planning), and proactive tax planning and preparation. The firm utilizes a proprietary, tax-efficient U.S. equity strategy and forward-looking asset allocation models designed to balance risk and return, customized to individual client situations. For firms and institutions, Burney offers Outsourced CIO & Separately Managed Accounts, as well as the Burney U.S. Factor Rotation ETF, which employs their Size and Style Responsive strategy.

The firm's investment approach is driven by a proprietary equities analytical system that is fundamental, conservative, and comprehensive, and continuously updated to adapt to market changes. Burney Company emphasizes its role as a true investment advisor, committed to personalized portfolio management without selling high-fee investment products or receiving compensation from brokerages, ensuring alignment with client interests. The firm manages approximately $3.1 billion in assets for nearly 2,000 clients.

Burney Company boasts a nationally recognized team of fiduciaries, including portfolio managers, wealth advisors, and specialists in trading, operations, analytics, and technology. The team comprises professionals with diverse backgrounds and credentials such as CFA, CFP®, PhD, CPA, and RICP®. Key leadership includes Lowell D. Pratt Jr. as President and Chairman, and Adam Newman as Managing Partner.