# THE BURNEY COMPANY

THE BURNEY COMPANY of RESTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 106945
- Type: SEC-registered investment adviser
- SEC file number: 801-10232
- Location: 1800 ALEXANDER BELL DRIVE, SUITE 510, RESTON, VA, 20191
- Phone: 866-928-7639
- Latest filing: 2026-03-30
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.6B
- Clients: 46
- Accounts: 4,528

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| [William Jared Stewart](https://search.stillhousedata.com/person/226061) | CHIEF COMPLIANCE OFFICER | Jackson, MI |
| [William T Stewart](https://search.stillhousedata.com/person/587300) | CHIEF COMPLIANCE OFFICER | Duncan, OK |
| [William L Stewart](https://search.stillhousedata.com/person/633126) | CHIEF COMPLIANCE OFFICER | Phoenix, AZ |
| [Lowell Dorrance Pratt](https://search.stillhousedata.com/person/687520) | PRESIDENT, CHAIRMAN, SHAREHOLDER | — |
| [William Abbott Stewart](https://search.stillhousedata.com/person/687521) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER /SHAREHOLDER | — |
| [Richard Elmer Bauchspies](https://search.stillhousedata.com/person/687522) | DIRECTOR, SHAREHOLDER | — |
| [Thomas Durrell Hunt](https://search.stillhousedata.com/person/687523) | DIRECTOR, SHAREHOLDER | — |
| [John Michael Daley](https://search.stillhousedata.com/person/687524) | DIRECTOR | — |
| [Peter Christopher Woolston](https://search.stillhousedata.com/person/687525) | DIRECTOR | — |
| [Martin Walsh](https://search.stillhousedata.com/person/687526) | DIRECTOR, SHAREHOLDER | — |
| [Xin Shen](https://search.stillhousedata.com/person/687527) | DIRECTOR, SHAREHOLDER | — |
| [Sherrie Parks Campbell](https://search.stillhousedata.com/person/687528) | DIRECTOR | — |
| [Andrew Joseph Pratt](https://search.stillhousedata.com/person/687529) | DIRECTOR | — |
| [John William Drerup](https://search.stillhousedata.com/person/687530) | DIRECTOR | — |
| [Michael Joseph Newman](https://search.stillhousedata.com/person/687531) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/DIRECTOR | — |
| [Wayne Patrick Ferbert](https://search.stillhousedata.com/person/687532) | SENIOR MANAGING DIRECTOR | — |
| [PRATT MICHAEL JOSEPH](https://search.stillhousedata.com/person/731897) | DIRECTOR | — |
| [BURNEY MARY ANIKA](https://search.stillhousedata.com/person/736158) | SECRETARY; SHAREHOLDER | — |
| [ROSENBERG THEODORE ROY](https://search.stillhousedata.com/person/736159) | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| [PRATT LOWELL DORRANCE](https://search.stillhousedata.com/person/736160) | PRESIDENT; PRESIDENT & CHAIRMAN; PRESIDENT, CHAIRMAN (+1 more) | — |
| [HUNT SENOUR](https://search.stillhousedata.com/person/736161) | CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| [BAUCHSPIES RICHARD ELMER](https://search.stillhousedata.com/person/736162) | DIRECTOR; DIRECTOR, SHAREHOLDER | — |
| [GREEN GILBERT RUSSELL](https://search.stillhousedata.com/person/736163) | DIRECTOR; SHAREHOLDER | — |
| [WENTZ PETER A](https://search.stillhousedata.com/person/736164) | DIRECTOR | — |
| [PUPPEL DENNIS DARIN](https://search.stillhousedata.com/person/736165) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106945/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106945/similar
- Related entities: https://search.stillhousedata.com/firm/106945/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106945

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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.