# Mikhail Potapov

> Mikhail Potapov is a fee-only financial advisor at Burl Investment Management in Lexington, Kentucky, who holds the CFA credential. Mikhail charges a percentage of assets (0.5% a year on the first tier of assets managed and a $100,000 asset minimum).

Page: https://find.wellspent.co/advisors/mikhail-potapov/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Burl Investment Management
- **Based in:** Lexington, Kentucky
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5% a year on the first tier of assets managed; a $100,000 asset minimum
- **Assets under management (firm):** $32.3M across 48 accounts
- **Credentials:** CFA
- **CRD:** 4804415 (https://adviserinfo.sec.gov/individual/summary/4804415)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 63 (2004), Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.burlinv.com/

## Frequently asked questions

### Is Mikhail Potapov a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mikhail holds no broker registration, and Burl Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mikhail charge for financial advice?

Mikhail charges a percentage of assets.

### How much does Mikhail charge?

According to Burl Investment Management's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed; a $100,000 asset minimum.

### Where is Mikhail Potapov based?

Mikhail Potapov is based in Lexington, Kentucky.

### What credentials does Mikhail Potapov hold?

Mikhail Potapov holds the CFA credential.

### Is Mikhail Potapov registered with the SEC?

Yes. Mikhail Potapov is registered as an investment adviser representative in KY (CRD 4804415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Burl Investment Management manage?

Burl Investment Management reports $32.3M across 48 accounts in assets under management.

### How do I contact Mikhail Potapov?

Through Mikhail's website, www.burlinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4804415): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.burlinv.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.