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KM
CFA
KM
CFA

Kenny Mezher

The Burney Company
4 Years of Experience
Reston, VA
2 Disclosures
View SEC Summary
View SEC Summary

Kenny Mezher is a CFA-designated registered investment advisor at The Burney Company, based in Reston, VA, with 4 years of industry experience. Kenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,926 clients with $3.6B in assets under management.

The Burney Company
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,926 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.75%

Fees are negotiable and calculated quarterly in arrears. Minimum annual fee is $2,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1800 Alexander Bell Drive, Suite 510, Reston, VA, 20191

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History

Regulatory History (2)
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.
Regulatory
July 2018
Final
Customer Dispute
February 2018
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
The Burney Company
December 2025 - Present · 10 mos
Previous Registrations
The Burney Company
March 2017 - January 2020 · 2 yrs 10 mos
Growth Capital Services, INC.Broker
August 2016 - April 2017 · 8 mos
State Registrations1 state
VA
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.
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