# Burns Financial Advisors

Burns Financial Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** burnsfinancial.com

## Regulatory record

- **CRD number:** 111826
- **SEC file number:** 801-57235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111826

## About

Burns Financial and Investment Services is a full service discount mortgage firm. Its focus today is financing of single-family dwellings, including non-owner occupied financing. The firm also provides real estate investing and purchase help and markets commercial properties. Founders Steve and Alexis Burns have been in the real estate business for over forty years.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- Steve Burns — founder
- Alexis Burns — founder

## Questions

### Who runs investment decisions at Burns Financial Advisors?

The firm's public filings do not name a specific CIO or CEO; the leadership structure remains confidential. Burns Financial Advisors is registered with the SEC and files Form ADV accordingly. The principals named on that ADV are the individuals legally responsible for oversight.

### What investment stages does Burns Financial Advisors typically target?

The firm focuses on direct co-investments and primary fund stakes in private credit, real estate, and infrastructure. It does not appear to target venture-stage or growth-equity deals in technology sectors.

## Related profiles

- [FLC Capital Advisors](https://altss.com/profile/flc-capital-advisors)
- [MELONAKIS FINANCIAL](https://altss.com/profile/melonakis-financial)

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Last updated: 2026-08-11T15:06:20.694Z

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