BURGEON CAPITAL

BURGEON CAPITAL is an SEC-registered investment adviser (CRD 160484). Regulatory assets under management: $93.2M.

Registration

• CRD: 160484
• Type: Registered investment adviser
• Phone: (432) 218-6199
• Latest filing: 2026-03-30
• Regulatory AUM: $93.2M
• Discretionary AUM: $65.3M
• Non-discretionary AUM: $27.9M
• Clients: 1
• Accounts: 151

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160484 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search