Kevin Burge Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed September 18, 2026. Includes 46 assets and 7 liabilities.

Year:

2026

Est. Net Worth

$1.1M

2026 candidate report

Total Assets

$1.2M - $3M

46 assets

Total Liabilities

$655K - $1.4M

7 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$1.5M (3)

Bank & Cash$208K (6)

Other$142K (10)

Mutual Funds$89K (8)

Stocks$81K (12)

Retirement & Pension$41K (2)

ETFs$32K (4)

LLC / Partnership$0 (1)

All Assets (46)

Asset	Type	Owner	Value	Income
ADA	Other	Self	$1 - $1,000	None
Alight Financial Advisors, 100% Interest	Other	Self	$15,001 - $50,000	Tax-Deferred
American Airlines 401K, 100% Interest	Other	Spouse	$50,001 - $100,000	Tax-Deferred
American Airlines Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
American Airlines Credit Union	Bank & Cash	Joint	$1 - $1,000	None
American Airlines Credit Union	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
Army TSP, 100% Interest	Other	Spouse	$1,001 - $15,000	Tax-Deferred
Bay First National Bank	Bank & Cash	Self	$1,001 - $15,000	Rent $5,001 - $15,000
BCH	Other	Self	$1 - $1,000	None
ETH	Other	Self	$1 - $1,000	None
Gunslinger Tactical, 1% Interest Fuquay-Varina, NC, US	LLC / Partnership	Self	N/A	None
House Fuquay-Varina , NC, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
NRH Home North Richland Hills, TX, US	Real Estate	Self	$250,001 - $500,000	None
Open Bank High Yield Savings Account	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
SOL	Other	Self	$1 - $1,000	None
TSP	Retirement & Pension	Self	$1,001 - $15,000	None
USAA FSB	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
VA Home Springfield, VA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
Yieldstreet Investments, 100% Interest	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ⇒ Airbnb, Inc. - Class A Common Stock (ABNB)(ABNB)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ⇒ Alphabet Inc. - Class A Common Stock (GOOGL)(GOOGL)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ Altria Group, Inc. (MO)(MO)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ American Airlines Group, Inc. - Common Stock (AAL)(AAL)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ⇒ Definium Therapeutics, Inc. - Common Shares (DFTX)(DFTX)	Stocks	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Charles Schwab ⇒ Ichor Holdings - Ordinary Shares (ICHR)(ICHR)	Stocks	Self	$1 - $1,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ Intuitive Machines, Inc. - Class A Common Stock (LUNR)(LUNR)	Stocks	Self	$1,001 - $15,000	None
Charles Schwab ⇒ Planet Labs PBC Class A Common Stock (PL)(PL)	Stocks	Self	$1 - $1,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ Southern Company (SO)(SO)	Stocks	Self	$1,001 - $15,000	None
Charles Schwab ⇒ Vanguard Information Tech ETF (VGT)(VGT)	ETFs	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ Vanguard S&P 500 ETF (VOO)(VOO)	ETFs	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Charles Schwab ⇒ Waste Management, Inc. Common Stock (WM)(WM)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ⇒ PCRA Trust ⇒ Cohen & Steers Realty Shares, Inc. (CSRSX)(CSRSX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ⇒ PCRA Trust ⇒ Schwab Fundamental Emerging Markets Large Company Index Fd (SFENX)(SFENX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ PCRA Trust ⇒ Schwab International Index Fund - Select Shares (SWISX)(SWISX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Charles Schwab ⇒ PCRA Trust ⇒ Schwab S&P 500 Index Fund- Select Shares (SWPPX)(SWPPX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Charles Schwab ⇒ PCRA Trust ⇒ Schwab Short-Term Bond Index Fund (SWSBX)(SWSBX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains
Charles Schwab ⇒ PCRA Trust ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX)(SWSSX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Charles Schwab ⇒ PCRA Trust ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX)(SWTSX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Charles Schwab ⇒ PCRA Trust ⇒ Schwab U.S. Aggregate Bond Index Fund (SWAGX)(SWAGX)	Mutual Funds	Self	$1,001 - $15,000	None
Stash Capital ⇒ Caterpillar, Inc. Common Stock (CAT)(CAT)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
Stash Capital ⇒ iShares U.S. Aerospace & Defense ETF (ITA)(ITA)	ETFs	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Stash Capital ⇒ Managed Stock Account	Other	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Stash Capital ⇒ NVIDIA Corporation - Common Stock (NVDA)(NVDA)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Stash Capital ⇒ Roth IRA	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Stash Capital ⇒ Schwab US Dividend Equity ETF (SCHD)(SCHD)	ETFs	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
UNC Optional Retirement Program ⇒ UNC ORP ⇒ NC State 401K, 100% Interest	Other	Self	$1,001 - $15,000	Interest

Liabilities (7)

Creditor	Type	Amount	Rate	Term
PennyMac LLC	other	$100,001 - $250,000	—	—
PennyMac LLC	other	$250,001 - $500,000	—	—
Citi Bank	credit card	$10,000 - $15,000	—	—
American Airlines Credit Union	other	$15,001 - $50,000	—	—
American Airlines Credit Union	other	$15,001 - $50,000	—	—
USAA	personal loan	$15,001 - $50,000	—	—
PennyMac LLC	other	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).