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| Keyboard |
| Burgess Investment Group LLC
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|---|---|
| CRD # | 318698 |
| SEC # | 801-135075 |
| CIK # | |
| AUM | 147.1 M (2026-06-09) |
| Employees | 25 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 864-920-3155 |
| Address | 632 S Main St Greenville, SC 29601 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 784 | 84.7 |
| (b) Individuals (high net worth individuals) | 78 | 61.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 864 | 147.1 |
| By Discretionary | ||
| Discretionary | 862 | 146.3 |
| Non-Discretionary | 2 | 0.9 |
| Total | 864 | 147.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.1 | |
| Total | 864 | 147.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bulwark Capital Corporation
✚
|
147.8 M | |
|
TUVE Investment Management Inc
✚
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|
EDMP Inc
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Fit Asset Management LLC
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Outlook Capital Management LLC
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|
Wealthpoint Financial LLC
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|
Spark Financial Advisors LLC
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VA | 147.1 M |
|
Elite Life Management LLC
✚
|
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|
Global Wealth Strategies LLC
✚
|
CA | 147.0 M |
|
J Mark Nickell & Co
✚
|
TN | 146.4 M |