PB
PB
Patrick Burdick
26 Years of Experience
Houston, TX
4 Disclosures
Patrick Burdick is a registered investment advisor at Capital Advisors, INC., based in Houston, TX, with 26 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,118 clients with $6.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,118 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$6.1B
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
800 Gessner Road, Suite 975, Houston, TX, 77024
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009Settled
Customer Dispute
April 2008Settled
Customer Dispute
April 2008Settled
Customer Dispute
March 2008Closed-No Action
Employment History
Current Registrations
Capital Advisors, INC.
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Belpointe Asset Management LLC
February 2016 - December 2018 · 2 yrs 10 mos
Stern Brothers Asset Management, LLC
November 2011 - December 2018 · 7 yrs 1 mo
Charles Schwab & CO., INC.
March 2003 - September 2010 · 7 yrs 6 mos
AXA Advisors, LLC
February 1998 - March 2003 · 5 yrs 1 mo
State Registrations2 states
OKTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.