Wealth Manager
    SEC Registered
    Manages Private Funds

    Burkett Financial Services, LLC

    Registered investment advisor · Rock Hill, South Carolina · CRD #140168

    Assets Under Management
    $573M
    Client Accounts
    1,525
    Employees
    7
    CRD Number
    140168
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Burkett Financial Services, LLC

    Burkett Financial Services, LLC is an investment advisory firm founded in 2000, offering financial planning and wealth management services. It serves clients with a minimum portfolio value requirement of $500,000 and operates as a fiduciary.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Burkett Financial Services, LLC

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    Frequently Asked Questions

    What is Burkett Financial Services, LLC's AUM?

    Burkett Financial Services, LLC reports approximately $573M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Burkett Financial Services, LLC headquartered?

    Burkett Financial Services, LLC is headquartered in Rock Hill, South Carolina.

    What is Burkett Financial Services, LLC's CRD number?

    Burkett Financial Services, LLC's CRD number is 140168. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Burkett Financial Services, LLC manage?

    Burkett Financial Services, LLC manages approximately 1,525 client accounts according to its latest SEC filing.

    Is Burkett Financial Services, LLC SEC registered?

    Yes, Burkett Financial Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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