RIA Intel›Advisers›South Carolina›BURKETT FINANCIAL SERVICES, LLC

BURKETT FINANCIAL SERVICES, LLC

Advisory

N·ROCK HILL, SC

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM

$573M

1-Year AUM Growth

+10.2%

3-Year CAGR

+7.3%

Employees

5

Assets Under Management

Total AUM$573M

Discretionary AUM$554M

Non-Discretionary AUM$18M

Discretionary %96.8%

Total Clients447

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record36

First FilingJan 23, 2007

Latest FilingFeb 3, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BURKETT FINANCIAL SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.