Robert Burke
Brockenbrough · Richmond, Virginia
Robert Burke is a fee-only financial advisor at Brockenbrough in Richmond, Virginia, who holds the CFA credential. Robert focuses on estate & legacy planning, tax planning and family wealth transfer. Brockenbrough reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Brockenbrough |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $5.49B across 568 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 2775817 |
| Exams passed | Series 65 (1996) |
| Firm size | 31 employees |
| Disclosures | Reported; see the SEC record |
| Website | thebespokestrategies.com |
How Robert's firm compares
- Brockenbrough's average account is about $9.7 million, from its Form ADV (assets managed divided by 568 accounts).
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Questions about Robert
Is Robert Burke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Brockenbrough reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Robert Burke based?
Robert Burke is based in Richmond, Virginia.
What does Robert specialize in?
Robert's specialties include estate & legacy planning, tax planning and family wealth transfer.
What credentials does Robert Burke hold?
Robert Burke holds the CFA credential.
Is Robert Burke registered with the SEC?
Yes. Robert Burke is registered as an investment adviser representative in VA (CRD 2775817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Brockenbrough manage?
Brockenbrough reports $5.49B across 568 accounts in assets under management.
How do I contact Robert Burke?
Through Robert's website, thebespokestrategies.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
- Brockenbrough 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.
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