AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EB

Edmund R. Burke

SATORI CAPITAL
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 6033345
EB

Professional summary


Edmund Rugger Burke III, who also goes by Edmunde Rugger Burke, is a registered financial advisor currently at SATORI CAPITAL, LLC located in Dallas, Texas.

Edmund is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edmund has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Edmunde Rugger Burke

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MINLAM ASSET MANAGEMENT, LLC INVESTMENT-RELATED: YES ADDRESS: 161 AVENUE OF THE AMERICAS, 2ND FLOOR, NEW YORK, NY 10013 NATURE: HEDGE FUND POSITION: CEO START DATE: 7/16/2011 HOURS/MONTH: 40 HOURS/DAY: 2 DUTIES: INTERIM CEO, INVESTMENT COMMITTEE 2. SPCA OF TEXAS, INC. INVESTMENT-RELATED: NO ADDRESS: 2400 LONE STAR DRIVE DALLAS, TEXAS 75212 NATURE: CHARITABLE ORGANIZATION POSITION: CHAIR OF THE BOARD START DATE: 1/1/2005 HOURS/MONTH: 40 HOURS/DAY: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Edmund Rugger Burke III's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 8, 2012 - Present

SATORI CAPITAL, LLC

Office #1: 2501 N. Harwood Street Suite 2001, Dallas, TX 75201
RIA
CRD#: 161829
Dallas, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SATORI CAPITAL, LLC
SATORI ALPHA MANAGEMENT, LLC (RELYING ADVISER) | SATORI CAPITAL, LLC

CRD#: 161829 / SEC#: 801-74547

RIA
Registered Investment Advisory firm - (3/30/2012 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/8/2012)

Exams


Current Firm


SC
SATORI CAPITAL, LLC
SATORI ALPHA MANAGEMENT, LLC (RELYING ADVISER) | SATORI CAPITAL, LLC

CRD#: 161829 / SEC#: 801-74547

RIA
Registered Investment Advisory firm - (3/30/2012 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2501 N. Harwood Street Suite 2001, Dallas, TX 75201
Mailing Address
Phone number
(214) 390-6270
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

SATORI CAPITAL, LLC - ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts15
AUM (Assets Under Management)$ 1,423,966,402

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SATORI CAPITAL, LLC

CRD#: 161829Dallas, TX 75201

TRUST BUT VERIFY

Monitor Edmund Burke

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics