Robert Boston Smith
Financial advisor at Burney Co · Brentwood, TN
Last updated 2026-10-10
Claim your profileRobert Boston Smith is a financial advisor at Burney Co in Brentwood, TN, CRD 7795381. Licenses and exams on the registration: Series 66. IAPD registration began 2023-12-08.
Registration
- CRD number
- 7795381
- Registration status
- Active
- IAPD registration
- 2023-12-08
- Industry Experience
- 2 years
- Work Experience
- 11 years
- States registered
- TN
Licenses and exams
- Series 66
Work history
- 2023-07 to 2025-11 · Wells Fargo Clearing Services, LLC · Brentwood, TN
- 2021-08 to 2023-05 · Auburn University · Auburn, AL
- 2021-09 to 2023-06 · P&P Parking Solutions · Auburn, AL
- 2022-09 to 2023-05 · Auburn University Baseball Team · Auburn, AL
- 2022-06 to 2022-08 · Performance Trust Capital Partners · Atlanta, GA
- 2021-06 to 2021-08 · Birmingham Barons · Birmingham, AL
- 2019-08 to 2021-05 · University of Tennessee At Martin · Martin, TN
- 2020-06 to 2020-07 · Hoover Met Complex · Hoover, AL
- 2019-06 to 2019-08 · Shoal Creek Club · Shoal Creek, AL
- 2015-08 to 2019-05 · Oak Mountain High School · Birmingham, AL
- 2025-11 to Present · The Burney Company · Reston, VA
Current employment
- The Burney Company · Reston, VA
Burney Co
- Regulatory AUM
- $3,588,662,390
- Registered advisors
- 37
- Offices
- 18
- Clients per advisor
- 52.1 (Low)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 46.9% (Moderate)
About
Robert Boston Smith is a financial advisor at The Burney Company, operating as Burney Co in Brentwood, TN. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 11 years of reported work history. Reported roles include Wells Fargo Clearing Services, LLC, P&P Parking Solutions, Auburn University Baseball Team, Auburn University, among others.
Burney Co's firm-level Form ADV reports 37 advisors across 18 offices; approximately 52.1 clients per advisor, average assets per client of $1,863,272, and regulatory AUM of $3.6B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $231.6M across 62 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Boston Smith personally.
Reported ETF positions
Burney reports 62 ETF positions worth $231.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VGIT — Vanguard Intermediate-Term Treasury ETF | $89.8M |
| DFIC — Dimensional International Core Equity 2 ETF | $39.1M |
| VOO — Vanguard S&P 500 ETF | $21.6M |
| BIV — Vanguard Intermediate-Term Bond ETF | $10.7M |
| IVV — iShares Core S&P 500 ETF | $7.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Burney's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $7.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $21.6M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VXUS — Vanguard Total International Stock ETF | $489.9K | Top 97.5% | Residual alpha +0.51% · Residual Sharpe 0.03 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $988.9K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Burney Co on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Location
105 Westpark Drive, Brentwood, TN 37027
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866-928-7639
- Website: burneyadvisorservices.com
Official record
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