# BURT ASSOCIATES, INCORPORATED

BURT ASSOCIATES, INCORPORATED of NORTH BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 105211
- Type: SEC-registered investment adviser
- SEC file number: 801-23924
- Location: 6116 EXECUTIVE BLVD, SUITE 550, NORTH BETHESDA, MD, 20852
- Phone: 301-770-9880
- Latest filing: 2025-07-08
- Regulatory AUM: $876.2M
- Discretionary AUM: $876.2M
- Clients: 15
- Accounts: 1,364

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Frederick Joseph Cornelius | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | — |
| Maria Georgeanne Cornelius | EXECUTIVE VICE PRESIDENT | — |
| BURT MARVIN ROGER | CHAIRMAN; PRESIDENT | — |
| CORNELIUS FREDERICK JOSEPH | CHIEF OPERATING OFFICER; PRESIDENT AND CEO; PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | — |
| CORNELIUS MARIA GEORGEANNE | EXECUTIVE VICE PRESIDENT | — |
| BURT JOY LEE | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105211/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105211/similar
- Related entities: https://search.stillhousedata.com/firm/105211/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105211

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.