BURNS FINANCIAL ADVISORS, INC.

BURNS FINANCIAL ADVISORS, INC. of INDEPENDENCE, OH is an SEC-registered investment adviser (CRD 111826). Regulatory assets under management: $10.1M.

Registration

• CRD: 111826
• SEC file number: 801-57235
• Type: Registered investment adviser
• Location: 5005 ROCKSIDE ROAD SUITE 600, INDEPENDENCE, OH, 44131
• Phone: 1-216-573-3737
• Latest filing: 2026-06-21
• Regulatory AUM: $10.1M
• Discretionary AUM: $7.7M
• Non-discretionary AUM: $2.4M
• Clients: 1
• Accounts: 99

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111826 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search