Mikhail Potapov
Burl Investment Management · Lexington, Kentucky
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).
Request an introduction to Mikhail →
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 | $32.3M across 48 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KY · CRD 4804415 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.burlinv.com |
How Mikhail's firm compares
- Burl Investment Management's average account is about $672,000, from its Form ADV (assets managed divided by 48 accounts).
Request an introduction to Mikhail
Tell Mikhail a little about what you're looking for. Mikhail isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mikhail
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Burl Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.