RIA Intel›Advisers›Florida›BURKART FINANCIAL GROUP, INC.

BURKART FINANCIAL GROUP, INC.

Advisory

ST. PETERSBURG, FL

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,458

of 2,610 advisers by AUM

Average account

$2M

across 48 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

SAFE MONEY SOLUTIONS, LLC

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GLOBAL FINANCIAL ASSET MANAGEMENT, LLC

$72M

$73M

FARNSLEY WEALTH MANAGEMENT, LLC

PORT ST. JOE, FL

$73M

ALLEN C. EWING & CO.

JACKSONVILLE, FL

$73M

UNITED ADVISORS, LLC

$71M

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