BURL INVESTMENT MANAGEMENT, LLC

BURL INVESTMENT MANAGEMENT, LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 319525). Regulatory assets under management: $32.3M.

Registration

• CRD: 319525
• Type: Registered investment adviser
• Location: 620 EUCLID AVE, LEXINGTON, KY, 40502
• Phone: 859-810-4330
• Latest filing: 2026-03-12
• Regulatory AUM: $32.3M
• Discretionary AUM: $31.8M
• Non-discretionary AUM: $498K
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319525 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search